The New York Botanical Garden - User contributions [en]

Getting Started in EMu

2020-08-05T01:25:34Z

Mtulig:

== EMu Overview ==

EMu is the database/collections management system that supports the NYBG's Virtual Herbarium, Index Herbariorum, DNA Bank, Structural Botany collections, Index to American Botanical Literature, and electronic floras and monographs.  The system is made up of various "modules" that store different types of information and linke together via "attachment" fields.  The most widely used modules are listed below.

=== Catalog ===

Stores object-related information for specimens, DNA Bank, Structural Botany, etc.

=== Loans/Movements ===

Herbarium tracking for all specimen loans.

=== Bibliography ===

Stores bibliographic information; used extensivly for the Index to American Botanical Literature.

=== Taxonomy ===

Index of all names of plants, algae and fungi.

=== Parties ===

Used for Index Herbariorum and collectors, authors and determiners.

=== Multimedia ===

Manages multimedia files including images, pdfs, text documents, video, etc.

=== Monographs ===

For storing species descriptions and related information from floras and monographs.

== EMu Login ==

EMu requires a login separate from your Garden's email account.  Please contact Melissa Tulig or Joel Ramirez to be set up.

Never share your EMu login with anyone.  Every user, even interns and approved volunteers, should have their own EMu login.  

To log into EMu, click on the shortcut or find KE EMu (NYBG) under the list of programs.  If EMu is not installed on your machine, follow instructions on the [[How to Install EMu|How to Install EMu]] page. 

EMu does NOT work under the generic herbarium visitor login.  You must be logged into a machine under your NYBG AD account.

== Login Parameters ==

When you first open EMu, you will be asked to log into the system.  You will use the EMu user name and password provided to you with the following values for Host and Service:

Host: bluegum

Service: 20085

:[[File:ClipCapIt-160315-091559.PNG|File:ClipCapIt-160315-091559.PNG]]

== EMu Maintenace ==

EMu goes down for maintenance several times a week to keep the system running smoothly.  EMu is NOT availalbe at the following times:

*Fridays from 9PM to Saturday 2PM
*Mondays and Wednesdays 12AM-5AM

== EMu Training ==

Training is required for all new users by herbarium managers or project coordinators.  Please ask your supervisor or email Melissa Tulig.  After your initial training, refer to the [[User Guides|User Guides]] as a reference.  

== EMu Audit Trail ==

Every new record, edit and deletion in any module is tracked in EMu.  If you have issues with any record or need to revert back to a previous verion of a record, please contact the EMu Administrator.

User Guides

2019-08-21T17:30:16Z

Mtulig:

Once you have an EMu login and have had initial training, these pages should help fill in the details for how to perform the most common functions in EMu.  For new users, please read [[Getting Started in EMu|Getting Started in EMu]].

= Help for Individual Fields =

Help is available in EMu for all fields in all modules by clicking on the help button and then clicking on the field in question.  If a field is missing a description, please alert Melissa Tulig.

:[[File:ClipCapIt-160321-163453.PNG|File:ClipCapIt-160321-163453.PNG]]

:[[File:ClipCapIt-160321-163504.PNG|File:ClipCapIt-160321-163504.PNG]]

= Guidelines by Module =

==== [[Catalogue Module|Catalogue Module]] (includes Collection Events and Sites for specimen data entry) ====

==== [[Taxonomy Module|Taxonomy Module]] ====

==== [[Parties Module|Parties Module]] ====

= Quick Help Guides =

[[Attachments|Making Attachments between modules]]

[[Entering Symbols and Diacritics|Entering Symbols and Diacritics]]

[[Common EMu Shortcuts|Shortcuts Common EMu Shortcuts]]

[[Summary Data|Understanding Summary Data]]

[[EMu Efficiency|EMu Efficiency]]

[[How to Use the Resources Utility|How to Use the Resources Utility]]

How to Change the Text Colors

= How To's: Navigation =

[[List View|List View]]

= How To's: Search =

[[How to Search in EMu|How to Search in EMu]]

[[How to Search for a Collector and Collection Number|How to Search for a Collector and Collection Number]]

[[How to Search for a Null Value|How to Search for a Null Value]]

[[How to Search for a Date Range|How to Search for a Date Range]]

[[How to Open Sites Records Attached to Catalogue Records|How to Open Sites Records Attached to Catalogue Records]]

[[How to Create Default Values#How to Create Default Values in Query Mode|How to Create Default Values in Query Mode]]

[[How to Cut and Paste a List into EMu|How to Cut and Paste a List into EMu]]

= How To's: Data Entry =

[[How to Create a New Project|How to Create a New Project]]

[[How to Create Default Values|How to Create Default Values]]

How to Ditto

[[How_to_Enter_GenBank_Accession_Numbers|How to Enter GenBank Accession Numbers]]

= How To's: Managing records =

[[How to Create Groups of Records|How to Create Groups of Records]]

[[How to View Image Thumbnails from Every Tab|How to View Image Thumbnails from Every Tab]]

[[How to Use the Re-Identify Tool|How to Use the Re-Identify Tool]]

[[How to Choose Fields for List View and Reports|How to Choose Fields for List View and Reports]]

[[List View#How to Select A New List View|How to Change the Columns in List View]]

[[How to Sort Records|How to Sort Records]]

[[How to Associate Specimens with Multiple Parts|How to Associate Specimens with Multiple Parts]]

How to View Attachments to other Modules

= How To's: Reports =

[[How to make labels in EMu|How to create annotation and specimen labels in EMu]]

How to export basic specimen data from EMu

[[List View#How to Copy and Paste Data from List View|How to Copy Data from List View]]

= How To's: Multimedia =

[[How to view a PDF in EMu|How to view a PDF in EMu]]

[[How to update Ghostscript|How to update Ghostscript]]

[[How to extract images from EMu|How to extract images from EMu]]

[[How to name a multimedia file|How to name a multimedia file]]

= Import Templates =

Specimen data import (Excel)

= Original EMu Training Guides =

These are the original complete guides to using EMu that are being updated and converted into this wiki.  They contain detailed information on how EMu works in general and advanced features.

[http://sweetgum.nybg.org/wiki/emu/Intro%20to%20EMu.pdf Intro To EMu] - Introduce yourself to the EMu collecitons management. Trainees will know how to use Emu to perform common tasks in managing their organisation's collection.

[http://sweetgum.nybg.org/wiki/emu/Advanced%20Searching%20and%20Multimedia.pdf Catalog Module] - Trainees will learn the essential steps and tips on how to transcribe plant specimens.

[http://sweetgum.nybg.org/wiki/emu/Taxonomy%20Module.pdf Taxonomy Module] - Trainees will learn how to record the scientific names of plants species, attach records of type specimens, etc.

Parties Module

2018-10-26T19:30:06Z

Mtulig:

= Overview =

The Parties module stores information about people and organizations.  This module stores all information about specimen collectors, determiners and authors of plant, algal and fungal names.  The module stores any biographic information known about a person, including birth and death dates, collecting locations, institutional affiliations, alternate name spellings, etc.

== Index Herbariorum ==

The Parties module also stores all data for Index Herbariorum, but only the Editor of Index Herbariorum has permission to edit those records.  These records appear grayed out but can be used as attachments to other modules.

= Quick Guide to entering a new Parties Record =

Most users will be entering a new Author, Collector and/or Determiner record for specimen data entry.  

'''Open the Parties module'''

The Parties module opens in Query Mode. You can either search for an existing person or create a new record.

:[[File:ClipCapIt-150721-150717.PNG|File:ClipCapIt-150721-150717.PNG]]

To begin entering a new record, click New (Ctrl + N).

== Person Tab ==

Start by entering as much complete information you have in the First, Middle and Last name fields.  Please include any [[Entering Symbols and Diacritics|diacritical marks]].  A Person record can be used to record information for one person only, not collaborations or teams.

:[[File:ClipCapIt-160315-095928.PNG|File:ClipCapIt-160315-095928.PNG]]

 '''''Derived Names'''''

Derived names are automatically entered when the record is saved. If the automatically formatting is incorrect, change Automatic to NO.  

If you are adding the author of a plant/algal/fungal name, please enter the person's official author abbreviation from the Authors of Plant Names ([http://ipni.org/ipni/authorsearchpage.do http://ipni.org/ipni/authorsearchpage.do]) in the '''Taxonomic '''field.  '''Plesase use the exact formatting as IPNI uses.'''

'''''Source of Information'''''

Source of data for the authority file.  This field captures information about where the name of the person comes from, e.g. Index Herbariorum - Collectors A-D, or NYBG specimen label or Authors of Fungal Names, etc.

== Roles Tab ==

'''''Roles'''''

The person’s role as collector, determiner and/or author.  Enter each role on a separate line.

'''''Specialties'''''

The group of organisms in which the person specializes.

:[[File:ClipCapIt-160315-100024.PNG|File:ClipCapIt-160315-100024.PNG]]

== Biography Tab ==

Enter Date of Birth and Date of Death if known.

If exact dates are not know, enter any date range known under Period of Activity Notes.

For places the person has worked or collected, enter complete country names on separate lines under Movement Details.

:[[File:ClipCapIt-160315-100114.PNG|File:ClipCapIt-160315-100114.PNG]]

== Address Tab ==

Please do NOT use the Address Tab to store any locality information about authors, collectors, or determiners unless specifically needed for a mailing address. All general locality information should be entered on the Biography Tab in the Location field.

How to Install EMu

2018-10-17T19:30:00Z

Mtulig:

'''Before you begin installing Emu 5.1, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Programs->Uninstall a program and select “KE EMu (NYBG)” from the list.

= Install EMu 5.1 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-1-1711101.exe

• Double click on emu-nybg-5-1-1711101.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom of the window and then use the upper part of the window to navigate to the folder called "emulive"  
: 
:[[File:ClipCapIt-180413-093852.PNG|File:ClipCapIt-180413-093852.PNG]]

: 
:'''Be sure to double-click on "emulive" to be sure it is selected.''' 

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service. ("Group" only appears if you belong to more than one group.)

:[[File:ClipCapIt-171126-150158.PNG|File:ClipCapIt-171126-150158.PNG]]

How to Enter GenBank Accession Numbers

2018-10-12T19:57:08Z

Mtulig:

In previous versions of EMu, GenBank numbers were added to the "Other Specimen Numbers" field on the Specimen tab.  GenBank numbers have now been separated to their own tab called GenBank ID.

== Entering GenBank Accession Numbers ==

On the GenBank ID tab, enter each individual accession number on a separate line. 

'''GenBank ID''': enter the GenBank Accession Number and '''no other text'''.  This field will be used to automatically create a link to the GenBank record from the Virtual Herbarium.

'''Notes: '''add any text related to the accession number.  Please keep the text as brief as possible.  This will appear after the GenBank ID field online.

:[[File:ClipCapIt-180803-145634.PNG|File:ClipCapIt-180803-145634.PNG]]

Taxonomy Module

2018-10-09T20:48:19Z

Mtulig:

The Taxonomy module of KE EMu holds information about taxa. Taxa can be recorded at any level, from as broad as Kingdom to as narrow as sub-specific levels such as Form and Variety. It records information about the authors of the name, the protologue, basionyms, synonyms, common names, and images.

= Quick guide to entering a new Taxonomy record =

For users that just need to quickly add a new scientific name to EMu, use the Taxonomy Quick Entry Guide.

'''Open the Taxonomy module'''

The Taxonomy module opens in Query Mode. You can either search for an existing name or create a new record.

:[[File:ClipCapIt-150309-141700.PNG|File:ClipCapIt-150309-141700.PNG]]

To begin entering a new record, click New (Ctrl + N)

== Classification Tab  ==

Start by entering a genus name and clicking F12 or the look up list button.  The classification tab is controlled by a look up list that will auto-populate a higher classficiation.  The family should automatically appear.  The family that appears follows the hebarium filing system.

Enter the new species. If an infraspecific taxon, enter the rank in the Other Rank field and the infrapecies in the Other Value field.

:[[File:ClipCapIt-150721-141528.PNG|File:ClipCapIt-150721-141528.PNG]]

== Authors Tab ==

The Name and Parenthetic Authors fields searches the the ''Taxonomic ''field in the Parties module.

To make finding matches easier, use the starts with character \^ if you know exactly what you are looking for.

*Entering just ''A. C. Sm''. will give you results for A. C. Sm. and C. A. Sm.  If you enter ''\^A. C. Sm.'', you will only get A. C. Sm.
*To enter Linnaeus, use \^L.\$ to find only that record, or open the Parties module separately and search using the last name field.

For ex authors, enter "ex Author" in the Role field before the name it should follow:

:[[File:ClipCapIt-170608-150240.PNG|File:ClipCapIt-170608-150240.PNG]] 

For more complicated ex author strings, you need to enter "ex Author" on multiple rows, depending on the formatting needed. Example:

:[[File:ClipCapIt-170608-150600.PNG|File:ClipCapIt-170608-150600.PNG]]

 This is all that is needed to enter a new name. Click save.

= Complete guide to the Taxonomy Module =

The taxonomy module can also store information about type specimens, synonymy, vernacular names, descriptions and images of taxa.

The tabs for the Taxonomy module include:

'''Classification:''' where to enter family, genus, species, hybrid and cultivar information

'''Citation:''' where to enter type citations and type specimens

'''Primary Citation:''' where to enter basionym information

'''Authors:''' where to enter taxonomic name authors

'''All Synonyms:''' (only visible when ''Currently Accepted?'' Field is set to Yes) Lists any synonyms associated with the taxon record

'''Higher Class.:''' Lists classification elements in hierarchy above family

'''Alt. Class.:''' Lists an alternative classification for the name.  For vascular plants, this is APG III only.

'''Geog. Status:''' Details of any geographical area related to the taxon (links to gazetteer module).

'''Common Names:''' Lists common names for the taxon, as well as informal names

'''Descriptions:''' Lists any descriptions about the taxon.  Before entering descriptions here, please refer to the Mongraphs module first.

'''Names History:''' Automatically updated fields relating to name status

The Taxonomy module uses the standard '''Notes''', '''Multimedia '''and '''Admin '''tabs.

If the View » Attachments » Show Tabs feature is enabled, then there will also be tabs for Naratives and Objects to show where the record is currently in use.

= How To Guides =

[[How to parent a taxonomy record to the next higher rank|How to parent a taxonomy record to the next higher rank]]

Taxonomy Module

2018-10-09T20:47:18Z

Mtulig:

The Taxonomy module of KE EMu holds information about taxa. Taxa can be recorded at any level, from as broad as Kingdom to as narrow as sub-specific levels such as Form and Variety. It records information about the authors of the name, the protologue, basionyms, synonyms, common names, and images.

= Quick guide to entering a new Taxonomy record =

For users that just need to quickly add a new scientific name to EMu, use the Taxonomy Quick Entry Guide.

'''Open the Taxonomy module'''

The Taxonomy module opens in Query Mode. You can either search for an existing name or create a new record.

:[[File:ClipCapIt-150309-141700.PNG|File:ClipCapIt-150309-141700.PNG]]

To begin entering a new record, click New (Ctrl + N)

== Classification Tab  ==

Start by entering a genus name and clicking F12 or the look up list button.  The classification tab is controlled by a look up list that will auto-populate a higher classficiation.  The family should automatically appear.  The family that appears follows the hebarium filing system.

Enter the new species. If an infraspecific taxon, enter the rank in the Other Rank field and the infrapecies in the Other Value field.

:[[File:ClipCapIt-150721-141528.PNG|File:ClipCapIt-150721-141528.PNG]]

== Authors Tab ==

The Name and Parenthetic Authors fields searches the the ''Taxonomic ''field in the Parties module.

To make finding matches easier, use the starts with character \^ if you know exactly what you are looking for.

Entering just ''A. C. Sm''. will give you results for A. C. Sm. and C. A. Sm.  If you enter ''\^A. C. Sm.'', you will only get A. C. Sm.

To enter Linnaeus, use \^L.\$ to find only that record, or open the Parties module separately and search using the last name field.

For ex authors, enter "ex Author" in the Role field before the name it should follow:

:[[File:ClipCapIt-170608-150240.PNG|File:ClipCapIt-170608-150240.PNG]] 

For more complicated ex author strings, you need to enter "ex Author" on multiple rows, depending on the formatting needed. Example:

:[[File:ClipCapIt-170608-150600.PNG|File:ClipCapIt-170608-150600.PNG]]

 This is all that is needed to enter a new name. Click save.

= Complete guide to the Taxonomy Module =

The taxonomy module can also store information about type specimens, synonymy, vernacular names, descriptions and images of taxa.

The tabs for the Taxonomy module include:

'''Classification:''' where to enter family, genus, species, hybrid and cultivar information

'''Citation:''' where to enter type citations and type specimens

'''Primary Citation:''' where to enter basionym information

'''Authors:''' where to enter taxonomic name authors

'''All Synonyms:''' (only visible when ''Currently Accepted?'' Field is set to Yes) Lists any synonyms associated with the taxon record

'''Higher Class.:''' Lists classification elements in hierarchy above family

'''Alt. Class.:''' Lists an alternative classification for the name.  For vascular plants, this is APG III only.

'''Geog. Status:''' Details of any geographical area related to the taxon (links to gazetteer module).

'''Common Names:''' Lists common names for the taxon, as well as informal names

'''Descriptions:''' Lists any descriptions about the taxon.  Before entering descriptions here, please refer to the Mongraphs module first.

'''Names History:''' Automatically updated fields relating to name status

The Taxonomy module uses the standard '''Notes''', '''Multimedia '''and '''Admin '''tabs.

If the View » Attachments » Show Tabs feature is enabled, then there will also be tabs for Naratives and Objects to show where the record is currently in use.

= How To Guides =

[[How to parent a taxonomy record to the next higher rank|How to parent a taxonomy record to the next higher rank]]

Taxonomy Module

2018-10-09T20:45:34Z

Mtulig:

The Taxonomy module of KE EMu holds information about taxa. Taxa can be recorded at any level, from as broad as Kingdom to as narrow as sub-specific levels such as Form and Variety. It records information about the authors of the name, the protologue, basionyms, synonyms, common names, and images.

= Quick guide to entering a new Taxonomy record =

For users that just need to quickly add a new scientific name to EMu, use the Taxonomy Quick Entry Guide.

'''Open the Taxonomy module'''

The Taxonomy module opens in Query Mode. You can either search for an existing name or create a new record.

:[[File:ClipCapIt-150309-141700.PNG|File:ClipCapIt-150309-141700.PNG]]

To begin entering a new record, click New (Ctrl + N)

== Classification Tab  ==

Start by entering a genus name and clicking F12 or the look up list button.  The classification tab is controlled by a look up list that will auto-populate a higher classficiation.  The family should automatically appear.  The family that appears follows the hebarium filing system.

Enter the new species. If an infraspecific taxon, enter the rank in the Other Rank field and the infrapecies in the Other Value field.

:[[File:ClipCapIt-150721-141528.PNG|File:ClipCapIt-150721-141528.PNG]]

== Authors Tab ==

The Name and Parenthetic Authors fields searches the the ''Taxonomic ''field in the Parties module.

To make finding matches easier, use the starts with character \^ if you know exactly what you are looking for.

Entering just ''A. C. Sm''. will give you results for A. C. Sm. and C. A. Sm.  If you enter ''\^A. C. Sm.'', you will only get A. C. Sm.

For ex authors, enter "ex Author" in the Role field before the name it should follow:

:[[File:ClipCapIt-170608-150240.PNG|File:ClipCapIt-170608-150240.PNG]] 

For more complicated ex author strings, you need to enter "ex Author" on multiple rows, depending on the formatting needed. Example:

:[[File:ClipCapIt-170608-150600.PNG|File:ClipCapIt-170608-150600.PNG]]

 This is all that is needed to enter a new name. Click save.

= Complete guide to the Taxonomy Module =

The taxonomy module can also store information about type specimens, synonymy, vernacular names, descriptions and images of taxa.

The tabs for the Taxonomy module include:

'''Classification:''' where to enter family, genus, species, hybrid and cultivar information

'''Citation:''' where to enter type citations and type specimens

'''Primary Citation:''' where to enter basionym information

'''Authors:''' where to enter taxonomic name authors

'''All Synonyms:''' (only visible when ''Currently Accepted?'' Field is set to Yes) Lists any synonyms associated with the taxon record

'''Higher Class.:''' Lists classification elements in hierarchy above family

'''Alt. Class.:''' Lists an alternative classification for the name.  For vascular plants, this is APG III only.

'''Geog. Status:''' Details of any geographical area related to the taxon (links to gazetteer module).

'''Common Names:''' Lists common names for the taxon, as well as informal names

'''Descriptions:''' Lists any descriptions about the taxon.  Before entering descriptions here, please refer to the Mongraphs module first.

'''Names History:''' Automatically updated fields relating to name status

The Taxonomy module uses the standard '''Notes''', '''Multimedia '''and '''Admin '''tabs.

If the View » Attachments » Show Tabs feature is enabled, then there will also be tabs for Naratives and Objects to show where the record is currently in use.

= How To Guides =

[[How to parent a taxonomy record to the next higher rank|How to parent a taxonomy record to the next higher rank]]

User Guides

2018-10-09T20:21:06Z

Mtulig:

Once you have an EMu login and have had initial training, these pages should help fill in the details for how to perform the most common functions in EMu.  For new users, please read [[Getting Started in EMu|Getting Started in EMu]].

= Help for Individual Fields =

Help is available in EMu for all fields in all modules by clicking on the help button and then clicking on the field in question.  If a field is missing a description, please alert Melissa Tulig.

:[[File:ClipCapIt-160321-163453.PNG|File:ClipCapIt-160321-163453.PNG]]

:[[File:ClipCapIt-160321-163504.PNG|File:ClipCapIt-160321-163504.PNG]]

= Guidelines by Module =

==== [[Catalogue Module|Catalogue Module]] (includes Collection Events and Sites for specimen data entry) ====

==== [[Taxonomy Module|Taxonomy Module]] ====

==== [[Parties Module|Parties Module]] ====

= Quick Help Guides =

[[Attachments|Making Attachments between modules]]

[[Entering Symbols and Diacritics|Entering Symbols and Diacritics]]

[[Common EMu Shortcuts|Shortcuts Common EMu Shortcuts]]

[[Summary Data|Understanding Summary Data]]

[[EMu Efficiency|EMu Efficiency]]

[[How to Use the Resources Utility|How to Use the Resources Utility]]

How to Change the Text Colors

= How To's: Navigation =

[[List View|List View]]

= How To's: Search =

[[How to Search in EMu|How to Search in EMu]]

[[How to Search for a Collector and Collection Number|How to Search for a Collector and Collection Number]]

[[How to Search for a Null Value|How to Search for a Null Value]]

[[How to Search for a Date Range|How to Search for a Date Range]]

[[How to Open Sites Records Attached to Catalogue Records|How to Open Sites Records Attached to Catalogue Records]]

[[How to Create Default Values#How to Create Default Values in Query Mode|How to Create Default Values in Query Mode]]

[[How to Cut and Paste a List into EMu|How to Cut and Paste a List into EMu]]

= How To's: Data Entry =

[[How to Create a New Project|How to Create a New Project]]

[[How to Create Default Values|How to Create Default Values]]

How to Ditto

[[How_to_Enter_GenBank_Accession_Numbers|How to Enter GenBank Accession Numbers]]

= How To's: Managing records =

[[How to Create Groups of Records|How to Create Groups of Records]]

[[How to View Image Thumbnails from Every Tab|How to View Image Thumbnails from Every Tab]]

[[How to Use the Re-Identify Tool|How to Use the Re-Identify Tool]]

[[How to Choose Fields for List View and Reports|How to Choose Fields for List View and Reports]]

[[List View#How to Select A New List View|How to Change the Columns in List View]]

[[How to Sort Records|How to Sort Records]]

[[How to Associate Specimens with Multiple Parts|How to Associate Specimens with Multiple Parts]]

= How To's: Reports =

[[How to make labels in EMu|How to create annotation and specimen labels in EMu]]

How to export basic specimen data from EMu

[[List View#How to Copy and Paste Data from List View|How to Copy Data from List View]]

= How To's: Multimedia =

[[How to view a PDF in EMu|How to view a PDF in EMu]]

[[How to update Ghostscript|How to update Ghostscript]]

[[How to extract images from EMu|How to extract images from EMu]]

[[How to name a multimedia file|How to name a multimedia file]]

= Import Templates =

Specimen data import (Excel)

= Original EMu Training Guides =

These are the original complete guides to using EMu that are being updated and converted into this wiki.  They contain detailed information on how EMu works in general and advanced features.

[http://sweetgum.nybg.org/wiki/emu/Intro%20to%20EMu.pdf Intro To EMu] - Introduce yourself to the EMu collecitons management. Trainees will know how to use Emu to perform common tasks in managing their organisation's collection.

[http://sweetgum.nybg.org/wiki/emu/Advanced%20Searching%20and%20Multimedia.pdf Catalog Module] - Trainees will learn the essential steps and tips on how to transcribe plant specimens.

[http://sweetgum.nybg.org/wiki/emu/Taxonomy%20Module.pdf Taxonomy Module] - Trainees will learn how to record the scientific names of plants species, attach records of type specimens, etc.

How to Enter GenBank Accession Numbers

2018-10-09T20:19:58Z

Mtulig:

In previous versions of EMu, GenBank numbers were added to the "Other Specimen Numbers" field on the Specimen tab.  GenBank numbers have now been separated to their own tab called GenBank ID.

== ==

== Entering GenBank Accession Numbers ==

On the GenBank ID tab, enter each individual accession number on a separate line. 

'''GenBank ID''': enter the GenBank Accession Number and '''no other text'''.  This field will be used to automatically create a link to the GenBank record from the Virtual Herbarium.

'''Notes: '''add any text related to the accession number.  Please keep the text as brief as possible.  This will appear after the GenBank ID field online.

:[[File:ClipCapIt-180803-145634.PNG|File:ClipCapIt-180803-145634.PNG]]

How to Open Sites Records Attached to Catalogue Records

2018-09-05T18:38:45Z

Mtulig:

1.  Search for Catalogue records of interest.

Example: find all records from the GLI project from NY to georference

2.  Select all records.  Use Ctrl+A or Select->All Records in Results

:[[File:ClipCapIt-151223-123341.PNG|File:ClipCapIt-151223-123341.PNG]]

 3.  Open one record (any record) to open in Display mode. Double-click on one record or use View->Details

4. Go to the Collection tab and PUT YOUR CURSOR anywhere in the Collection Event attachment field.

:[[File:ClipCapIt-151223-123429.PNG|File:ClipCapIt-151223-123429.PNG]]

 5. Go to Edit->View Attached->Selected Records. This will open all attached Collection Events records.

6. In the Collection Events module, select all records.

7. Open a single record in display mode.

8. Put the cursor in the Sites attachment field

9. Go to Edit->View Attached->Selected Records

All Sites records that are attached to the Catalogue records will now be open.  '''Keep in mind that many Sites records are used multiple times and there will usually be fewer Sites than Catalogue records.'''

 '''NEVER EDIT A SITES RECORD UNTIL YOU CHECK ALL ATTACHMENTS TO THAT RECORD.''  '''''

A single Sites record can be attached to multiple Collection Events/Catalogue records.  If you make a change, you could be making a change on 1,000 records!

First check to see how many times that Sites record is in use.  Click F4 or go to View->Show Attachments.

A new tab will open, called "Coll. Events" which will list all records to which that Site is attached.

Example:

A record for the city of Cairo, New York, USA is attached to 23 Collection Events records.

:[[File:ClipCapIt-151223-120201.PNG|File:ClipCapIt-151223-120201.PNG]]

If you edit this Sites record, ALL specimens using this record will be updated.

To edit the record for a single Collection Event, create a NEW Sites record and attach the new record to the specific Collection Event you are updating.

How to Open Sites Records Attached to Catalogue Records

2018-09-05T18:35:29Z

Mtulig:

1.  Search for Catalogue records of interest.

Example: find all records from the GLI project from NY to georference

2.  Select all records.  Use Ctrl+A or Select->All Records in Results

:[[File:ClipCapIt-151223-123341.PNG|File:ClipCapIt-151223-123341.PNG]]

 3.  Open one record (any record) to open in Display mode. Double-click on one record or use View->Details

4. Go to the Collection tab and PUT YOUR CURSOR anywhere in the Collection Event attachment field.

:[[File:ClipCapIt-151223-123429.PNG|File:ClipCapIt-151223-123429.PNG]]

 5. Go to Edit->View Attached->Selected Records. This will open all attached Collection Events records.

6. In the Collection Events module, select all records.

7. Open a single record in display mode.

8. Put the cursor in the Sites attachment field

9. Go to Edit->View Attached->Selected Records

All Sites records that are attached to the Catalogue records will now be open.  '''Keep in mind that many Sites records are used multiple times and there will usually be fewer Sites than Catalogue records.'''

 '''NEVER EDIT A SITES RECORD UNTIL YOU CHECK ALL ATTACHMENTS TO THAT RECORD.''  '''''

A single Sites record can be attached to multiple Collection Events/Catalogue records.  If you make a change, you could be making a change on 1,000 records!

First check to see how many times that Sites record is in use.  Click F4 or go to View->Show Attachments.

A new tab will open, called "Coll. Events" which will list all records to which that Site is attached.

Example:

A record for the city of Cairo, New York, USA is attached to 23 Collection Events records.

:[[File:ClipCapIt-151223-120201.PNG|File:ClipCapIt-151223-120201.PNG]]

If you edit this Sites record, ALL specimens using this record will be updated.

To edit the record for a a single Collection Event, create a NEW Sites record and attach the new record to the specific Collection Event you are updating.

How to Enter GenBank Accession Numbers

2018-08-06T17:43:54Z

Mtulig: Created page with "In previous versions of EMu, GenBank numbers were added to the "Other Specimen Numbers" field on the Specimen tab.  GenBank numbers have now been separated to their own t..."

In previous versions of EMu, GenBank numbers were added to the "Other Specimen Numbers" field on the Specimen tab.  GenBank numbers have now been separated to their own tab called GenBank ID.

== ==

== Entering GenBank Accession Numbers ==

On the GenBank ID tab, enter each individual accession number on a separate line. 

'''GenBank ID''': enter the GenBank Accession Number and '''no other text'''.  This field will be used to automatically create a link to the GenBank record from the Virtual Herbarium.

'''Notes:'''

:[[File:ClipCapIt-180803-145634.PNG|File:ClipCapIt-180803-145634.PNG]]

File:ClipCapIt-180803-145634.PNG

2018-08-03T18:56:02Z

Mtulig: This file was uploaded from the clipboard (Category:Clipboard upload).

This file was uploaded from the clipboard ([[Category:Clipboard upload]]).

How to Install EMu

2018-04-13T13:38:54Z

Mtulig:

'''Before you begin installing Emu 5.1, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Programs->Uninstall a program and select “KE EMu (NYBG)” from the list.

= Install EMu 5.1 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-1-1711101.exe

• Double click on emu-nybg-5-1-1711101.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom of the window and then use the upper part of the window to navigate to the folder called "emulive"  
: 
:[[File:ClipCapIt-180413-093852.PNG]]

: 
:'''Be sure to double-click on "emulive" so it appears as pictured.''' 

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service. ("Group" only appears if you belong to more than one group.)

:[[File:ClipCapIt-171126-150158.PNG|File:ClipCapIt-171126-150158.PNG]]

File:ClipCapIt-180413-093852.PNG

2018-04-13T13:38:51Z

Mtulig: This file was uploaded from the clipboard (Category:Clipboard upload).

This file was uploaded from the clipboard ([[Category:Clipboard upload]]).

How to Install EMu

2017-11-26T20:02:04Z

Mtulig:

'''Before you begin installing Emu 5.1, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Programs->Uninstall a program and select “KE EMu (NYBG)” from the list.

= Install EMu 5.1 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-1-1711101.exe

• Double click on emu-nybg-5-1-1711101.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom of the window and then use the upper part of the window to navigate to the folder called "emunybg51"  
: 
:[[File:ClipCapIt-171126-150000.PNG|File:ClipCapIt-171126-150000.PNG]]
: 
:'''Be sure to double-click on "emunybg51" so it appears as pictured.''' 

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service. ("Group" only appears if you belong to more than one group.)

:[[File:ClipCapIt-171126-150158.PNG|File:ClipCapIt-171126-150158.PNG]]

How to Install EMu

2017-11-26T20:00:46Z

Mtulig:

'''Before you begin installing Emu 5.1, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Programs->Uninstall a program and select “KE EMu (NYBG)” from the list.

= Install EMu 5.1 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-1-1711101.exe

• Double click on emu-nybg-5-1-1711101.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom of the window and then use the upper part of the window to navigate to the folder called "emunybg51"  
: 
:[[File:ClipCapIt-171126-150000.PNG|File:ClipCapIt-171126-150000.PNG]]
: 
:Be sure to double-click on "emunybg51" so it appears as pictured. 

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-171126-150158.PNG]]

File:ClipCapIt-171126-150158.PNG

2017-11-26T20:00:44Z

Mtulig: This file was uploaded from the clipboard (Category:Clipboard upload).

This file was uploaded from the clipboard ([[Category:Clipboard upload]]).

How to Install EMu

2017-11-26T20:00:23Z

Mtulig:

'''Before you begin installing Emu 5.1, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Programs->Uninstall a program and select “KE EMu (NYBG)” from the list.

= Install EMu 5.1 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-1-1711101.exe

• Double click on emu-nybg-5-1-1711101.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom of the window and then use the upper part of the window to navigate to the folder called "emunybg51"  
: 
:[[File:ClipCapIt-171126-150000.PNG|File:ClipCapIt-171126-150000.PNG]]
: 
:Be sure to double-click on "emunybg51" so it appears as pictured. 

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

File:ClipCapIt-171126-150000.PNG

2017-11-26T19:58:46Z

Mtulig: This file was uploaded from the clipboard (Category:Clipboard upload).

This file was uploaded from the clipboard ([[Category:Clipboard upload]]).

How to Install EMu

2017-11-26T19:57:40Z

Mtulig:

'''Before you begin installing Emu 5.1, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Programs->Uninstall a program and select “KE EMu (NYBG)” from the list.

= Install EMu 5.1 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-1-1711101.exe

• Double click on emu-nybg-5-1-1711101.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom of the window and then use the upper part of the window to navigate to the folder called "emunybg51"  
: 
:[[File:ClipCapIt-160927-144130.PNG|File:ClipCapIt-160927-144130.PNG]] 
:Be sure to double-click on "emunybg51" so it appears as pictured. 

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

Barcoding Specimens

2017-07-07T19:30:39Z

Mtulig:

Mass barcoding of specimens is done for all specimens filed under the same scientific name. A single "template" record is created and then x number of records can be mass created from that template record.

'''**NOTE: Your default values will be applied to all records created in this process.  You can change your default values by going to Edit->Default Values->Change.'''

= Create a Template Record =

Enter a new catalogue record with the filed as determination and barcode number. 

= Mass generate remaining x number of records =

Select the record you just created to use the existing record as your template for the next batch of records.

:[[File:ClipCapIt-151123-160830.PNG|File:ClipCapIt-151123-160830.PNG]] 

 Open Tools -> Templates

:[[File:ClipCapIt-151123-160851.PNG|File:ClipCapIt-151123-160851.PNG]]

 Choose ‘Barcode and filed as name’

:[[File:ClipCapIt-151123-160908.PNG|File:ClipCapIt-151123-160908.PNG]]

 Type in the number of records* to be created in the ‘Number of records to create’ field. Leave the ‘Starting IRN’ field blank and click Next. *See Tips and Tricks 1. on how to do this quickly.

:[[File:ClipCapIt-151123-160929.PNG|File:ClipCapIt-151123-160929.PNG]]

 The ‘Enter IRN Taxonomy Record’ field should be prepopulated with the taxonomy name IRN from the occurrence you highlighted in the first step in this guide. If so, click Next. If not, exit from the template and start from step one again.

:[[File:ClipCapIt-151123-160948.PNG|File:ClipCapIt-151123-160948.PNG]]

The ‘Filed as Name?’ field, is asking if the occurrences that you are about to create are all filed under the same taxonomic name of the occurrence that was highlighted in the first step of this guide. If so, fill in the field with ‘Yes’. If not, ‘No’.

:[[File:ClipCapIt-151123-161006.PNG|File:ClipCapIt-151123-161006.PNG]]

Fill in the ‘Enter next barcode number’ field. For the purposes of this example, the first barcode is 02332801 (seen in the cataloguing module) so the field should be filled with 02332802. Click Next. *See Tips and Tricks 2.

:[[File:ClipCapIt-151123-161027.PNG|File:ClipCapIt-151123-161027.PNG]]

This window summarizes all the values placed within the fields in the template. Double check everything is correct. If so, click Next and x number of records will be created with this information.

:[[File:ClipCapIt-151123-161044.PNG|File:ClipCapIt-151123-161044.PNG]] 

= Tips and Tricks: =

1. Number of Records to create: Counting the correct number of records you have barcoded before creating the occurrences in KE EMu can be a lot to process while barcoding specimens. To make the process easier, open an excel spreadsheet and create a simple subtraction formula as shown below:

:[[File:ClipCapIt-151123-161106.PNG|File:ClipCapIt-151123-161106.PNG]]

 Scan the first barcode of the specimen into its respective field. For consistency purposes we will use the same specimen number ‘02332801’ as earlier in this guide. Important: note that the ‘first barcode’ number is of the first specimen occurrence that has already been saved into EMu!

:[[File:ClipCapIt-151123-161147.PNG|File:ClipCapIt-151123-161147.PNG]]

Scan the ‘last barcode’ number directly from the last specimen that has been physically barcoded. This will give you the exact number to input in the ‘Number of records to create’ field. In this example, it would be the number 87.

:[[File:ClipCapIt-151123-161208.PNG|File:ClipCapIt-151123-161208.PNG]]

 2.Enter next barcode number: to minimize human error, copy the first barcode number from the excel spreadsheet , paste it to the ‘Enter next barcode number field’ in EMu, and add one to the number. One is being added to the number since the first barcode has already been created in EMu as stated within Tips and Tricks 1. and the template guide.

How to Use the Re-Identify Tool

2017-06-09T14:36:09Z

Mtulig:

This feature is for advanced EMu users with additional permissions. 

The re-identify tool allows users to add a new determination, determiner and determination date to a group of specimen records all at once.  

== Search for all the records you want to re-identify ==

Example: Fabian decides all specimens of ''Miconia johnwurdakciana'' need to be updated to ''Rupestrea johnwurdackiana''

:[[File:ClipCapIt-160106-100204.PNG|File:ClipCapIt-160106-100204.PNG]]

== Select all records to update ==

Use Ctrl+A or go to Select->All Records in Results.

:[[File:ClipCapIt-160106-100247.PNG|File:ClipCapIt-160106-100247.PNG]]

== Open the Re-Identify Tool ==

Go to Tools->Re-identify->Selected Records

:[[File:ClipCapIt-160106-100315.PNG|File:ClipCapIt-160106-100315.PNG]]

== Enter New Determination  ==

Only a new taxon name is needed, but determinter, institution, determination date, etc. are all available.

:[[File:ClipCapIt-160106-110652.PNG|File:ClipCapIt-160106-110652.PNG]] 
: 

'''Click Update.'''

The new determination now appears on the top row all the selected records and the previous identifications are retained in the table.

:[[File:ClipCapIt-160106-102717.PNG|File:ClipCapIt-160106-102717.PNG]]

Taxonomy Module

2017-06-08T18:59:13Z

Mtulig:

The Taxonomy module of KE EMu holds information about taxa. Taxa can be recorded at any level, from as broad as Kingdom to as narrow as sub-specific levels such as Form and Variety. It records information about the authors of the name, the protologue, basionyms, synonyms, common names, and images.

= Quick guide to entering a new Taxonomy record =

For users that just need to quickly add a new scientific name to EMu, use the Taxonomy Quick Entry Guide.

'''Open the Taxonomy module'''

The Taxonomy module opens in Query Mode. You can either search for an existing name or create a new record.

:[[File:ClipCapIt-150309-141700.PNG|File:ClipCapIt-150309-141700.PNG]]

To begin entering a new record, click New (Ctrl + N)

== Classification Tab  ==

Start by entering a genus name and clicking F12 or the look up list button.  The classification tab is controlled by a look up list that will auto-populate a higher classficiation.  The family should automatically appear.  The family that appears follows the hebarium filing system.

Enter the new species. If an infraspecific taxon, enter the rank in the Other Rank field and the infrapecies in the Other Value field.

:[[File:ClipCapIt-150721-141528.PNG|File:ClipCapIt-150721-141528.PNG]]

== Authors Tab ==

The Name and Parenthetic Authors fields searches the the ''Taxonomic ''field in the Parties module.

To make finding matches easier, use the starts with character ^ if you know exactly what you are looking for.

*Entering just ''A. C. Sm''. will give you results for A. C. Sm. and C. A. Sm.  If you enter ''^A. C. Sm.'', you will only get A. C. Sm.

If you need to enter Linnaeus (L.), it is still easiest to open the Parties module and search for "Linnaeus" in the last name field.

For ex authors, enter "ex Author" in the Role field before the name it should follow:

:[[File:ClipCapIt-170608-150240.PNG|File:ClipCapIt-170608-150240.PNG]] 

For more complicated ex author strings, you need to enter "ex Author" on multiple rows, depending on the formatting needed. Example:

:[[File:ClipCapIt-170608-150600.PNG]]

 This is all that is needed to enter a new name. Click save.

= Complete guide to the Taxonomy Module =

The taxonomy module can also store information about type specimens, synonymy, vernacular names, descriptions and images of taxa.

The tabs for the Taxonomy module include:

'''Classification:''' where to enter family, genus, species, hybrid and cultivar information

'''Citation:''' where to enter type citations and type specimens

'''Primary Citation:''' where to enter basionym information

'''Authors:''' where to enter taxonomic name authors

'''All Synonyms:''' (only visible when ''Currently Accepted?'' Field is set to Yes) Lists any synonyms associated with the taxon record

'''Higher Class.:''' Lists classification elements in hierarchy above family

'''Alt. Class.:''' Lists an alternative classification for the name.  For vascular plants, this is APG III only.

'''Geog. Status:''' Details of any geographical area related to the taxon (links to gazetteer module).

'''Common Names:''' Lists common names for the taxon, as well as informal names

'''Descriptions:''' Lists any descriptions about the taxon.  Before entering descriptions here, please refer to the Mongraphs module first.

'''Names History:''' Automatically updated fields relating to name status

The Taxonomy module uses the standard '''Notes''', '''Multimedia '''and '''Admin '''tabs.

If the View » Attachments » Show Tabs feature is enabled, then there will also be tabs for Naratives and Objects to show where the record is currently in use.

= How To Guides =

[[How to parent a taxonomy record to the next higher rank|How to parent a taxonomy record to the next higher rank]]

File:ClipCapIt-170608-150600.PNG

2017-06-08T18:59:10Z

Mtulig: This file was uploaded from the clipboard (Category:Clipboard upload).

This file was uploaded from the clipboard ([[Category:Clipboard upload]]).

Taxonomy Module

2017-06-08T18:58:47Z

Mtulig:

The Taxonomy module of KE EMu holds information about taxa. Taxa can be recorded at any level, from as broad as Kingdom to as narrow as sub-specific levels such as Form and Variety. It records information about the authors of the name, the protologue, basionyms, synonyms, common names, and images.

= Quick guide to entering a new Taxonomy record =

For users that just need to quickly add a new scientific name to EMu, use the Taxonomy Quick Entry Guide.

'''Open the Taxonomy module'''

The Taxonomy module opens in Query Mode. You can either search for an existing name or create a new record.

:[[File:ClipCapIt-150309-141700.PNG|File:ClipCapIt-150309-141700.PNG]]

To begin entering a new record, click New (Ctrl + N)

== Classification Tab  ==

Start by entering a genus name and clicking F12 or the look up list button.  The classification tab is controlled by a look up list that will auto-populate a higher classficiation.  The family should automatically appear.  The family that appears follows the hebarium filing system.

Enter the new species. If an infraspecific taxon, enter the rank in the Other Rank field and the infrapecies in the Other Value field.

:[[File:ClipCapIt-150721-141528.PNG|File:ClipCapIt-150721-141528.PNG]]

== Authors Tab ==

The Name and Parenthetic Authors fields searches the the ''Taxonomic ''field in the Parties module.

To make finding matches easier, use the starts with character ^ if you know exactly what you are looking for.

*Entering just ''A. C. Sm''. will give you results for A. C. Sm. and C. A. Sm.  If you enter ''^A. C. Sm.'', you will only get A. C. Sm.

If you need to enter Linnaeus (L.), it is still easiest to open the Parties module and search for "Linnaeus" in the last name field.

For ex authors, enter "ex Author" in the Role field before the name it should follow:

:[[File:ClipCapIt-170608-150240.PNG|File:ClipCapIt-170608-150240.PNG]] 

For more complicated ex author strings, you need to enter "ex Author" on multiple rows, depending on the formatting needed. Example:
:[[File:ClipCapIt-170608-150534.PNG]]

 This is all that is needed to enter a new name. Click save.

= Complete guide to the Taxonomy Module =

The taxonomy module can also store information about type specimens, synonymy, vernacular names, descriptions and images of taxa.

The tabs for the Taxonomy module include:

'''Classification:''' where to enter family, genus, species, hybrid and cultivar information

'''Citation:''' where to enter type citations and type specimens

'''Primary Citation:''' where to enter basionym information

'''Authors:''' where to enter taxonomic name authors

'''All Synonyms:''' (only visible when ''Currently Accepted?'' Field is set to Yes) Lists any synonyms associated with the taxon record

'''Higher Class.:''' Lists classification elements in hierarchy above family

'''Alt. Class.:''' Lists an alternative classification for the name.  For vascular plants, this is APG III only.

'''Geog. Status:''' Details of any geographical area related to the taxon (links to gazetteer module).

'''Common Names:''' Lists common names for the taxon, as well as informal names

'''Descriptions:''' Lists any descriptions about the taxon.  Before entering descriptions here, please refer to the Mongraphs module first.

'''Names History:''' Automatically updated fields relating to name status

The Taxonomy module uses the standard '''Notes''', '''Multimedia '''and '''Admin '''tabs.

If the View » Attachments » Show Tabs feature is enabled, then there will also be tabs for Naratives and Objects to show where the record is currently in use.

= How To Guides =

[[How to parent a taxonomy record to the next higher rank|How to parent a taxonomy record to the next higher rank]]

File:ClipCapIt-170608-150534.PNG

2017-06-08T18:58:44Z

Mtulig: This file was uploaded from the clipboard (Category:Clipboard upload).

This file was uploaded from the clipboard ([[Category:Clipboard upload]]).

Taxonomy Module

2017-06-08T18:56:11Z

Mtulig:

The Taxonomy module of KE EMu holds information about taxa. Taxa can be recorded at any level, from as broad as Kingdom to as narrow as sub-specific levels such as Form and Variety. It records information about the authors of the name, the protologue, basionyms, synonyms, common names, and images.

= Quick guide to entering a new Taxonomy record =

For users that just need to quickly add a new scientific name to EMu, use the Taxonomy Quick Entry Guide.

'''Open the Taxonomy module'''

The Taxonomy module opens in Query Mode. You can either search for an existing name or create a new record.

:[[File:ClipCapIt-150309-141700.PNG|File:ClipCapIt-150309-141700.PNG]]

To begin entering a new record, click New (Ctrl + N)

== Classification Tab  ==

Start by entering a genus name and clicking F12 or the look up list button.  The classification tab is controlled by a look up list that will auto-populate a higher classficiation.  The family should automatically appear.  The family that appears follows the hebarium filing system.

Enter the new species. If an infraspecific taxon, enter the rank in the Other Rank field and the infrapecies in the Other Value field.

:[[File:ClipCapIt-150721-141528.PNG|File:ClipCapIt-150721-141528.PNG]]

== Authors Tab ==

The Name and Parenthetic Authors fields searches the the ''Taxonomic ''field in the Parties module.

To make finding matches easier, use the starts with character ^ if you know exactly what you are looking for.

*Entering just ''A. C. Sm''. will give you results for A. C. Sm. and C. A. Sm.  If you enter ''^A. C. Sm.'', you will only get A. C. Sm.

If you need to enter Linnaeus (L.), it is still easiest to open the Parties module and search for "Linnaeus" in the last name field.

For ex authors, enter "ex Author" in the Role field before the name it should follow:

:[[File:ClipCapIt-170608-150240.PNG|File:ClipCapIt-170608-150240.PNG]] 

 This is all that is needed to enter a new name. Click save.

= Complete guide to the Taxonomy Module =

The taxonomy module can also store information about type specimens, synonymy, vernacular names, descriptions and images of taxa.

The tabs for the Taxonomy module include:

'''Classification:''' where to enter family, genus, species, hybrid and cultivar information

'''Citation:''' where to enter type citations and type specimens

'''Primary Citation:''' where to enter basionym information

'''Authors:''' where to enter taxonomic name authors

'''All Synonyms:''' (only visible when ''Currently Accepted?'' Field is set to Yes) Lists any synonyms associated with the taxon record

'''Higher Class.:''' Lists classification elements in hierarchy above family

'''Alt. Class.:''' Lists an alternative classification for the name.  For vascular plants, this is APG III only.

'''Geog. Status:''' Details of any geographical area related to the taxon (links to gazetteer module).

'''Common Names:''' Lists common names for the taxon, as well as informal names

'''Descriptions:''' Lists any descriptions about the taxon.  Before entering descriptions here, please refer to the Mongraphs module first.

'''Names History:''' Automatically updated fields relating to name status

The Taxonomy module uses the standard '''Notes''', '''Multimedia '''and '''Admin '''tabs.

If the View » Attachments » Show Tabs feature is enabled, then there will also be tabs for Naratives and Objects to show where the record is currently in use.

= How To Guides =

[[How to parent a taxonomy record to the next higher rank|How to parent a taxonomy record to the next higher rank]]

File:ClipCapIt-170608-150240.PNG

2017-06-08T18:55:50Z

Mtulig: This file was uploaded from the clipboard (Category:Clipboard upload).

This file was uploaded from the clipboard ([[Category:Clipboard upload]]).

How to Search in EMu

2016-12-01T14:41:02Z

Mtulig:

== Boolean Operators ==

Boolean operators can be used when searching within a field:

=== AND ===

If two terms are entered on the same line in a field, the Boolean operator ''and'' applies, e.g. collector [and] author

:[[File:ClipCapIt-160318-142313.PNG|File:ClipCapIt-160318-142313.PNG]] 

Records that contain all words specified in a search, anywhere in the field, are found. Words do not have to be adjacent within the field to match this search.

=== OR ===

If two terms are entered on different lines in a field, the Boolean operator ''or ''applies, e.g. collector [or] author

:[[File:ClipCapIt-160318-142343.PNG|File:ClipCapIt-160318-142343.PNG]]

Records that contain one term or both are found.

=== NOT ===

If a backsland and exclamation mark (\!) is entered before the search term, the Boolean operator ''not'' applies, e.g. [not] \!collector

All records not containing the term in the field are found.

== Text Retrieval ==

=== How to find a phrase ===

A phrase is one or more words adjacent to each other.  To find records using a phrase search, type the search terms within quotation marks in the search field, e.g. '''"Species of Eastern Brazil"'''. 

'''Note''':   Noise words ('''like''''', '''''a''''', '''''the''''', '''''or''''', '''''and''') are generally ignored.

=== How to use stemming ===

Stemming allows you to find records that contain variations of the word entered (i.e. its plural, adjective, verb version, etc.)

To run a stem search, type a '''~''' (tilde) directly before the search term, e.g.'''.~river '''will find records containing both '''river''' and '''rivers'''.

=== How to use phonetic retrival ===

Phonetic retrieval allows you to find records that contain terms that sound like the search term.  This is useful when the exact spelling of the term or name is unknown.

To perform a phonetic retrieval type the '''@''' symbol before the search term, e.g. '''@smith''' will find records containing '''smythe, smithe''' and '''smith'''.

== Pattern Matching ==

Any term that contains one or more of the wildcard characters ( '''^   $   *   ?''' ) is considered a pattern.

The pattern matching rules are:

*'''^''' The matching term must be at the start of the field
*'''$''' The matching term must be at the end of the field
*This matches any number of characters at that position in the term
*'''?''' This matches any single character at that position in the term

Any other letters must appear at the appropriate position in the matching term.

To find records that match a pattern, type the search term in the field, using the wildcard characters in the correct position in the word, e.g. the query '''r?n''' matches '''run '''and '''ran, '''but not '''ruin''', r*n matches '''run, ran '''and '''ruin'''.

== Range Queries ==

You can search for a range in a numeric, date or time field.

To find records within a range, type a relational operator before the search term in the search field, e.g. '''>=30, <26/01/1988'''.

You can specify more than one range in a query, thus closed ranges can be supported, e.g. '''>=30 <=50'''.

See [[How to Search for a Date Range|How to Search for a Date Range]]

== Proximity Searching ==

On text fields, you can search for words within close proximity of each other.  Proximity searches take the form of:

''''(term1 term2 ...) modifier operator number unit''''

To perform a proximity search:

*Type two search terms in a field, e.g. '''river bank'''
*Enclose the two terms within brackets, e.g. '''(river bank)'''
*If required, type a modifier, e.g. '''after''', '''near'''.  The modifier is either '''after''', meaning ordered search, or '''near''', meaning unordered (this is the default).
*Type a relational operator (i.e. <, <=, >, >=, =, <>) and a number or range to indicate the proximity or proximity range of each term to the other, e.g. '''(river bank) <= 5'''
*Type the unit of proximity by which to search, e.g. word, sentence or paragraph, e.g. '''(river bank) <= 5 words '''will find records where the search terms river and bank are equal to or less than five words apart.
*Surround the search phrase with single quotes, e.g. ''''(river bank) <= 5 words''''

The unit of proximity can be abbreviated to the first letter of the word, e.g. '''w''' for '''word''', '''s''' for '''sentence''', '''p''' for '''paragraph'''.

== Searching via Attachment Fields ==

=== Using Summary Data for the Attachment Module ===

A source module is any module to which other modules attach. Attachment modules are those modules which attach to source modules. For example when adding a determination (Taxonomy module) attachment to a specimen record (Catalogue module), Catalogue is the source module and Taxonomy is the attchment module.

Remember that when you are in query mode in any module, you can search an attachment field (any field with a [[File:ClipCapIt-160318-144816.PNG|File:ClipCapIt-160318-144816.PNG]]) without opening the module if the terms you are searching are found within the [[Summary Data|Summary Data]]. Summary Data is a one line summary of the most useful fields of the record.

'''Example'''

To find all records collected by Smith from Brazil:

:[[File:ClipCapIt-160318-150526.PNG|File:ClipCapIt-160318-150526.PNG]]

 This returns all collectors that match Smith in the Parties module, which is hundreds of different Smiths.

To search for records collected by Lyman B. Smith only, add more specific search criteria that also appears in Summary Data for the Parties module, like full name.

:[[File:ClipCapIt-160318-150548.PNG|File:ClipCapIt-160318-150548.PNG]]

=== Using Attachments in Query Mode ===

To search for information from a field that is not found in the Summary Data or to guarantee only a specific attachment is used, the attached module must be opened.

If you tried to run the above search for John Smith, you would get results for 7 different people.  To be certain you only receive results for John D. Smith, click on the attachment symbol [[File:ClipCapIt-160318-144816.PNG|File:ClipCapIt-160318-144816.PNG]] for the Participants field to open the Parties module.  Once the module opens in query mode, enter your search terms. Select the matching record and click ''attach one'' [[File:ClipCapIt-160318-144816.PNG|File:ClipCapIt-160318-144816.PNG]] (or records and ''attach selected '' [[File:ClipCapIt-160318-144940.PNG|File:ClipCapIt-160318-144940.PNG]]). 

:[[File:ClipCapIt-160318-151604.PNG|File:ClipCapIt-160318-151604.PNG]]

Notice that <#1#> indicates one record was attached. If 25 records were attached, the field would contain <#25>.

Then complete any other search terms in the query view of the source module and click ''Find'' [http://sweetgum.nybg.org/wiki/images/5/52/ClipCapIt-160316-162628.PNG http://sweetgum.nybg.org/wiki/images/5/52/ClipCapIt-160316-162628.PNG] (Ctrl + F).

How to Install EMu

2016-09-30T14:27:33Z

Mtulig:

'''Before you begin installing Emu 5.0, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Programs->Uninstall a program and select “KE EMu (NYBG)” from the list.

= Install EMu 5.0 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-0-1609061.exe

• Double click on emu-nybg-5-0-1609061.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom of the window and then use the upper part of the window to navigate to the folder called "emunybg50" 
: 
:[[File:ClipCapIt-160927-144130.PNG|File:ClipCapIt-160927-144130.PNG]] 
:Be sure to double-click on "emunybg50" so it appears as pictured.

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

How to Install EMu

2016-09-28T12:32:32Z

Mtulig:

'''Before you begin installing Emu 5.0, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Add or Remove Programs and select “KE EMu (NYBG)” from the list.

= Install EMu 5.0 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-0-1609061.exe

• Double click on emu-nybg-5-0-1609061.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom of the window and then use the upper part of the window to navigate to the folder called "emunybg50" 
: 
:[[File:ClipCapIt-160927-144130.PNG|File:ClipCapIt-160927-144130.PNG]] 
:Be sure to double-click on "emunybg50" so it appears as pictured.

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

File:Networkfolder.png

2016-09-28T12:29:03Z

Mtulig: Mtulig uploaded a new version of "File:Networkfolder.png"

File:Networkfolder.png

2016-09-28T12:28:59Z

Mtulig: Mtulig uploaded a new version of "File:Networkfolder.png"

How to Install EMu

2016-09-27T18:45:43Z

Mtulig:

'''Before you begin installing Emu 5.0, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Add or Remove Programs and select “KE EMu (NYBG)” from the list.

= Install EMu 5.0 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-0-1609061.exe

• Double click on emu-nybg-5-0-1609061.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom and then go to the folder called "emunybg50" 
: 

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

How to Install EMu

2016-09-27T18:45:02Z

Mtulig:

'''Before you begin installing Emu 5.0, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Add or Remove Programs and select “KE EMu (NYBG)” from the list.

= Install EMu 5.0 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-0-1609061.exe

• Double click on emu-nybg-5-0-1609061.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom and then go to the folder called "emunybg50" 
: 

 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

How to Install EMu

2016-09-27T18:43:46Z

Mtulig:

'''Before you begin installing Emu 5.0, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Add or Remove Programs and select “KE EMu (NYBG)” from the list.

= Install EMu 5.0 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-0-1609061.exe

• Double click on emu-nybg-5-0-1609061.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom and then go to the folder called "emunybg50" 
: 

[[ClipCapIt-160927-144130.PNG|ClipCapIt-160927-144130.PNG]]

: 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

How to Install EMu

2016-09-27T18:42:54Z

Mtulig:

'''Before you begin installing Emu 5.0, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Add or Remove Programs and select “KE EMu (NYBG)” from the list.

= Install EMu 5.0 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-0-1609061.exe

• Double click on emu-nybg-5-0-1609061.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]
:Navigate to the X:\Pub drive from the drop down at the bottom and then go to the folder called "emunybg50" 
: 
http://bluegum.nybg.org/wiki/images/9/97/ClipCapIt-160927-144130.PNG

: 

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

File:ClipCapIt-160927-144130.PNG

2016-09-27T18:40:13Z

Mtulig: this file is by clipboard upload category:clipboard upload

this file is by clipboard upload [[category:clipboard upload]]

File:Networkfolder.png

2016-09-27T18:23:43Z

Mtulig:

How to Install EMu

2016-09-27T17:48:21Z

Mtulig:

'''Before you begin installing Emu 5.0, make sure you uninstall any existing version of EMu from your computer:'''

• Go to Control Panel->Add or Remove Programs and select “KE EMu (NYBG)” from the list.

= Install EMu 5.0 =

• Go to: X:\Pub\EMU_Install_files\Current EMu install file\emu-nybg-5-0-1609061.exe

• Double click on emu-nybg-5-0-1609061.exe to start the installation.  (If you have an older computer, it may be faster to COPY the file to your desktop and install from there.)

• Click Next until you get to the “Select Components” screen.

• Choose “Network Client”

:[[File:ClipCapIt-141114-090912.PNG|File:ClipCapIt-141114-090912.PNG]]

*Click the “Next” button to continue

*At the “Select KE EMu Network Server Folder”, click the “Browse” button:

 

:[[File:ClipCapIt-141114-092145.PNG|File:ClipCapIt-141114-092145.PNG]]

  

*Press the “Next” button on the remaining screens and then “Finish”.

'''<big>Log in:</big>'''

*Use bluegum as the Host and 20085 as the Service.

:[[File:ClipCapIt-160927-134826.PNG|File:ClipCapIt-160927-134826.PNG]]

File:ClipCapIt-160927-134908.PNG

2016-09-27T17:47:51Z

Mtulig: this file is by clipboard upload category:clipboard upload

this file is by clipboard upload [[category:clipboard upload]]

File:ClipCapIt-160927-134826.PNG

2016-09-27T17:47:10Z

Mtulig: this file is by clipboard upload category:clipboard upload

this file is by clipboard upload [[category:clipboard upload]]

User Guides

2016-08-30T19:18:58Z

Mtulig:

Once you have an EMu login and have had initial training, these pages should help fill in the details for how to perform the most common functions in EMu.  For new users, please read [[Getting Started in EMu|Getting Started in EMu]].

= Help for Individual Fields =

Help is available in EMu for all fields in all modules by clicking on the help button and then clicking on the field in question.  If a field is missing a description, please alert Melissa Tulig.

:[[File:ClipCapIt-160321-163453.PNG|File:ClipCapIt-160321-163453.PNG]]

:[[File:ClipCapIt-160321-163504.PNG|File:ClipCapIt-160321-163504.PNG]]

= Guidelines by Module =

==== [[Catalogue Module|Catalogue Module]] (includes Collection Events and Sites for specimen data entry) ====

==== [[Taxonomy Module|Taxonomy Module]] ====

==== [[Parties Module|Parties Module]] ====

= Quick Help Guides =

[[Attachments|Making Attachments between modules]]

[[Entering Symbols and Diacritics|Entering Symbols and Diacritics]]

[[Common EMu Shortcuts|Shortcuts Common EMu Shortcuts]]

[[Summary Data|Understanding Summary Data]]

[[EMu Efficiency|EMu Efficiency]]

[[How to Use the Resources Utility|How to Use the Resources Utility]]

How to Change the Text Colors

= How To's: Navigation =

[[List View|List View]]

= How To's: Search =

[[How to Search in EMu|How to Search in EMu]]

[[How to Search for a Collector and Collection Number|How to Search for a Collector and Collection Number]]

[[How to Search for a Null Value|How to Search for a Null Value]]

[[How to Search for a Date Range|How to Search for a Date Range]]

[[How to Open Sites Records Attached to Catalogue Records|How to Open Sites Records Attached to Catalogue Records]]

[[How to Create Default Values#How to Create Default Values in Query Mode|How to Create Default Values in Query Mode]]

[[How to Cut and Paste a List into EMu|How to Cut and Paste a List into EMu]]

= How To's: Data Entry =

[[How to Create a New Project|How to Create a New Project]]

[[How to Create Default Values|How to Create Default Values]]

How to Ditto

= How To's: Managing records =

[[How to Create Groups of Records|How to Create Groups of Records]]

[[How to View Image Thumbnails from Every Tab|How to View Image Thumbnails from Every Tab]]

[[How to Use the Re-Identify Tool|How to Use the Re-Identify Tool]]

[[How to Choose Fields for List View and Reports|How to Choose Fields for List View and Reports]]

[[List View#How to Select A New List View|How to Change the Columns in List View]]

[[How to Sort Records|How to Sort Records]]

[[How to Associate Specimens with Multiple Parts|How to Associate Specimens with Multiple Parts]]

= How To's: Reports =

[[How to make labels in EMu|How to create annotation and specimen labels in EMu]]

How to export basic specimen data from EMu

[[List View#How to Copy and Paste Data from List View|How to Copy Data from List View]]

= How To's: Multimedia =

[[How to view a PDF in EMu|How to view a PDF in EMu]]

[[How to update Ghostscript|How to update Ghostscript]]

How to extract images from EMu

= Import Templates =

Specimen data import (Excel)

= Original EMu Training Guides =

These are the original complete guides to using EMu that are being updated and converted into this wiki.  They contain detailed information on how EMu works in general and advanced features.

[http://sweetgum.nybg.org/wiki/emu/Intro%20to%20EMu.pdf Intro To EMu] - Introduce yourself to the EMu collecitons management. Trainees will know how to use Emu to perform common tasks in managing their organisation's collection.

[http://sweetgum.nybg.org/wiki/emu/Advanced%20Searching%20and%20Multimedia.pdf Catalog Module] - Trainees will learn the essential steps and tips on how to transcribe plant specimens.

[http://sweetgum.nybg.org/wiki/emu/Taxonomy%20Module.pdf Taxonomy Module] - Trainees will learn how to record the scientific names of plants species, attach records of type specimens, etc.

How to Create Default Values

2016-06-16T13:36:42Z

Mtulig:

== What are default values? ==

A default value is a value that automatically displays in a field when a new record or new query is created.  The default value is the value that is most commonly used in a field, saving time and effort in data entry.  If required, it can be overwritten at any time during data-entry.

More than one default can be created and defaults can be easily turned on and off.   At the beginning of each session of data-entry in EMu select the default you wish to use (''Edit>Default Values> Change)''.  Otherwise, the last default used will automatically be used.

== How to Load Existing Default Values for Data Entry ==
<ul style="line-height: 20.8px;">
<li>Open the module in which the default values will apply.</li>
<li>To define the values to display in Insert (data entry) mode, click New (Ctrl + N) to change to Insert mode. To define the values to display in Query mode, remain in Query mode.</li>
<li>Select Edit->Default Values->Change</li>
<li>The Defaults Properties box opens.  Chose the existing default value for your purpose and click OK.</li>
</ul>

:[[File:ClipCapIt-160616-091714.PNG|File:ClipCapIt-160616-091714.PNG]]
:*These will remain your default values everytime you log in.  To remove the default values, follow these steps again and choose a different set of defaults or choose "No Defaults" to remove.

== How to Share Exisiting Default Values ==

Default values you create are only availalbe to you unless you share them with other users.  To share default values:
<ul style="line-height: 20.8px;">
<li>Open the module in which the default values will apply.</li>
<li>To define the values to display in Insert (data entry) mode, click New (Ctrl + N) to change to Insert mode. To define the values to display in Query mode, remain in Query mode.</li>
<li>Select Edit->Default Values->Change</li>
<li>The Defaults Properties box opens.  Select the existing default value you want to share and click on Properties.</li>
</ul>

:[[File:ClipCapIt-160616-093033.PNG|File:ClipCapIt-160616-093033.PNG]]

*Select the Secutity Tab (1)
*Choose the User you want to add from the Names list (2)
*Click "Add" to add the user under the Access list (3)
*Click OK (4)

:[[File:ClipCapIt-160616-093452.PNG|File:ClipCapIt-160616-093452.PNG]]

The user will now have access to the default values. Only the creator of the default values will be able to edit them.

== How to Create New Default Values for Data Entry ==

To define the default values for a module:

*Open the module in which the default values will apply.
*To define the values to display in Insert mode, click New (Ctrl + N) to change to Insert mode. To define the values to display in Query mode, remain in Query mode.
*Type the default values into the fields in which they will display.
*Select Edit->Default Values->Set As Defaults
*The Defaults Properties box displays.

: 
:[[File:ClipCapIt-160321-155927.PNG|File:ClipCapIt-160321-155927.PNG]]

*Type a name for the defaults in the top text field, e.g. Catalogue Defaults.
*Use the Security Tab only if you want others to be able to use the same default values
*Click OK
*Select Edit->Default Values->Change
*The Defaults box displays

: 
: 
:[[File:ClipCapIt-160321-160055.PNG|File:ClipCapIt-160321-160055.PNG]]

 Make sure the name for the default values you wish to use is selected and Click OK

The defaults that you have defined will now display when you are in the same mode in which the defaults were created, until you choose different default values.  

To switch another set of default values that have already been created or to the base defaults, go back to Edit->Default Values->Change.

== How to Create Default Values in Query Mode ==

If you regularly run the same search, you can also create default values in Query mode.

For example, you need to search for the countries of the Greater Antilles, but don't want to re-enter the countries every time.  

:[[File:ClipCapIt-160321-160610.PNG|File:ClipCapIt-160321-160610.PNG]]

Go to Edit->Default Values->Change. Choose New to create a new default query.

:[[File:ClipCapIt-160321-161433.PNG|File:ClipCapIt-160321-161433.PNG]]

Add a name to the default values, e.g. Greater Antilles.

Find the field(s) you which to add to the query and click Add. (For help, see How to Choose Fields for List View and Reports.)

:[[File:ClipCapIt-160321-161848.PNG|File:ClipCapIt-160321-161848.PNG]]

Highlight the field and click Set to enter the values you want to store in that field for the search.

:[[File:ClipCapIt-160321-162051.PNG|File:ClipCapIt-160321-162051.PNG]]

:[[File:ClipCapIt-160321-162153.PNG|File:ClipCapIt-160321-162153.PNG]]

You can store values for text fields, look up lists and attachments.

:[[File:ClipCapIt-160321-162411.PNG|File:ClipCapIt-160321-162411.PNG]]

Once you have added all your values, click OK.

Continue to add values for each field in your default query.

When finished, click OK.

== How to Remove Default Values in Query Mode ==

Don't forgot to remove the default values when you want to run a different search. Go to Edit->Default Values->Change

:[[File:ClipCapIt-160321-162655.PNG|File:ClipCapIt-160321-162655.PNG]]

Choose No Defaults or Base Defaults. Click OK.

== How to Remove Default Values ==

To return to no default values, go to Insert mode (or Query mode if you have defined Query defaults) and go to Edit->Default Values->Change

Choose "No Defaults"

:[[File:ClipCapIt-150930-140304.PNG|File:ClipCapIt-150930-140304.PNG]]

Click OK

How to Create Default Values

2016-06-16T13:35:31Z

Mtulig:

== What are default values? ==

A default value is a value that automatically displays in a field when a new record or new query is created.  The default value is the value that is most commonly used in a field, saving time and effort in data entry.  If required, it can be overwritten at any time during data-entry.

More than one default can be created and defaults can be easily turned on and off.   At the beginning of each session of data-entry in EMu select the default you wish to use (''Edit>Default Values> Change)''.  Otherwise, the last default used will automatically be used.

== How to Load Existing Default Values for Data Entry ==
<ul style="line-height: 20.8px;">
<li>Open the module in which the default values will apply.</li>
<li>To define the values to display in Insert (data entry) mode, click New (Ctrl + N) to change to Insert mode. To define the values to display in Query mode, remain in Query mode.</li>
<li>Select Edit->Default Values->Change</li>
<li>The Defaults Properties box opens.  Chose the existing default value for your purpose and click OK.</li>
</ul>

:[[File:ClipCapIt-160616-091714.PNG|File:ClipCapIt-160616-091714.PNG]]
:*These will remain your default values everytime you log in.  To remove the default values, follow these steps again and choose a different set of defaults or choose "No Defaults" to remove.

== How to Share Exisiting Default Values ==

Default values you create are only availalbe to you unless you share them with other users.  To share default values:
<ul style="line-height: 20.8px;">
<li>Open the module in which the default values will apply.</li>
<li>To define the values to display in Insert (data entry) mode, click New (Ctrl + N) to change to Insert mode. To define the values to display in Query mode, remain in Query mode.</li>
<li>Select Edit->Default Values->Change</li>
<li>The Defaults Properties box opens.  Select the existing default value you want to share and click on Properties.</li>
</ul>

:[[File:ClipCapIt-160616-093033.PNG|File:ClipCapIt-160616-093033.PNG]]
*Select the Secutity Tab (1)
*Choose the User you want to add from the Names list (2)
*Click "Add" to add the user under the Access list (3)
*Click OK (4)

:[[File:ClipCapIt-160616-093452.PNG|File:ClipCapIt-160616-093452.PNG]]

== ==

== How to Create New Default Values for Data Entry ==

To define the default values for a module:

*Open the module in which the default values will apply.
*To define the values to display in Insert mode, click New (Ctrl + N) to change to Insert mode. To define the values to display in Query mode, remain in Query mode.
*Type the default values into the fields in which they will display.
*Select Edit->Default Values->Set As Defaults
*The Defaults Properties box displays.

: 
:[[File:ClipCapIt-160321-155927.PNG|File:ClipCapIt-160321-155927.PNG]]

*Type a name for the defaults in the top text field, e.g. Catalogue Defaults.
*Use the Security Tab only if you want others to be able to use the same default values
*Click OK
*Select Edit->Default Values->Change
*The Defaults box displays

: 
: 
:[[File:ClipCapIt-160321-160055.PNG|File:ClipCapIt-160321-160055.PNG]]

 Make sure the name for the default values you wish to use is selected and Click OK

The defaults that you have defined will now display when you are in the same mode in which the defaults were created, until you choose different default values.  

To switch another set of default values that have already been created or to the base defaults, go back to Edit->Default Values->Change.

== How to Create Default Values in Query Mode ==

If you regularly run the same search, you can also create default values in Query mode.

For example, you need to search for the countries of the Greater Antilles, but don't want to re-enter the countries every time.  

:[[File:ClipCapIt-160321-160610.PNG|File:ClipCapIt-160321-160610.PNG]]

Go to Edit->Default Values->Change. Choose New to create a new default query.

:[[File:ClipCapIt-160321-161433.PNG|File:ClipCapIt-160321-161433.PNG]]

Add a name to the default values, e.g. Greater Antilles.

Find the field(s) you which to add to the query and click Add. (For help, see How to Choose Fields for List View and Reports.)

:[[File:ClipCapIt-160321-161848.PNG|File:ClipCapIt-160321-161848.PNG]]

Highlight the field and click Set to enter the values you want to store in that field for the search.

:[[File:ClipCapIt-160321-162051.PNG|File:ClipCapIt-160321-162051.PNG]]

:[[File:ClipCapIt-160321-162153.PNG|File:ClipCapIt-160321-162153.PNG]]

You can store values for text fields, look up lists and attachments.

:[[File:ClipCapIt-160321-162411.PNG|File:ClipCapIt-160321-162411.PNG]]

Once you have added all your values, click OK.

Continue to add values for each field in your default query.

When finished, click OK.

== How to Remove Default Values in Query Mode ==

Don't forgot to remove the default values when you want to run a different search. Go to Edit->Default Values->Change

:[[File:ClipCapIt-160321-162655.PNG|File:ClipCapIt-160321-162655.PNG]]

Choose No Defaults or Base Defaults. Click OK.

== How to Remove Default Values ==

To return to no default values, go to Insert mode (or Query mode if you have defined Query defaults) and go to Edit->Default Values->Change

Choose "No Defaults"

:[[File:ClipCapIt-150930-140304.PNG|File:ClipCapIt-150930-140304.PNG]]

Click OK

File:ClipCapIt-160616-093452.PNG

2016-06-16T13:33:59Z

Mtulig: this file is by clipboard upload category:clipboard upload

this file is by clipboard upload [[category:clipboard upload]]

File:ClipCapIt-160616-093033.PNG

2016-06-16T13:29:40Z

Mtulig: this file is by clipboard upload category:clipboard upload

this file is by clipboard upload [[category:clipboard upload]]

How to Create Default Values

2016-06-16T13:20:21Z

Mtulig:

== '''What are default values?''' ==

A default value is a value that automatically displays in a field when a new record or new query is created.  The default value is the value that is most commonly used in a field, saving time and effort in data entry.  If required, it can be overwritten at any time during data-entry.

More than one default can be created and defaults can be easily turned on and off.   At the beginning of each session of data-entry in EMu select the default you wish to use (''Edit>Default Values> Change)''.  Otherwise, the last default used will automatically be used.

== '''How to Load Existing Default Values for Data Entry''' ==
<ul style="line-height: 20.8px;">
<li>Open the module in which the default values will apply.</li>
<li>To define the values to display in Insert (data entry) mode, click New (Ctrl + N) to change to Insert mode. To define the values to display in Query mode, remain in Query mode.</li>
<li>Select Edit->Default Values->Change</li>
<li>The Defaults Properties box opens.  Chose the existing default value for your purpose and click OK.</li>
</ul>

:[[File:ClipCapIt-160616-091714.PNG|File:ClipCapIt-160616-091714.PNG]]
:*These will remain your default values everytime you log in.  To remove the default values, follow these steps again and choose a different set of defaults or choose "No Defaults" to remove.

== '''How to Create New Default Values for Data Entry''' ==

To define the default values for a module:

*Open the module in which the default values will apply.
*To define the values to display in Insert mode, click New (Ctrl + N) to change to Insert mode. To define the values to display in Query mode, remain in Query mode.
*Type the default values into the fields in which they will display.
*Select Edit->Default Values->Set As Defaults
*The Defaults Properties box displays.

: 
:[[File:ClipCapIt-160321-155927.PNG|File:ClipCapIt-160321-155927.PNG]]

*Type a name for the defaults in the top text field, e.g. Catalogue Defaults.
*Use the Security Tab only if you want others to be able to use the same default values
*Click OK
*Select Edit->Default Values->Change
*The Defaults box displays

: 
: 
:[[File:ClipCapIt-160321-160055.PNG|File:ClipCapIt-160321-160055.PNG]]

 Make sure the name for the default values you wish to use is selected and Click OK

The defaults that you have defined will now display when you are in the same mode in which the defaults were created, until you choose different default values.  

To switch another set of default values that have already been created or to the base defaults, go back to Edit->Default Values->Change.

== How to Create Default Values in Query Mode ==

If you regularly run the same search, you can also create default values in Query mode.

For example, you need to search for the countries of the Greater Antilles, but don't want to re-enter the countries every time.  

:[[File:ClipCapIt-160321-160610.PNG|File:ClipCapIt-160321-160610.PNG]]

Go to Edit->Default Values->Change. Choose New to create a new default query.

:[[File:ClipCapIt-160321-161433.PNG|File:ClipCapIt-160321-161433.PNG]]

Add a name to the default values, e.g. Greater Antilles.

Find the field(s) you which to add to the query and click Add. (For help, see How to Choose Fields for List View and Reports.)

:[[File:ClipCapIt-160321-161848.PNG|File:ClipCapIt-160321-161848.PNG]]

Highlight the field and click Set to enter the values you want to store in that field for the search.

:[[File:ClipCapIt-160321-162051.PNG|File:ClipCapIt-160321-162051.PNG]]

:[[File:ClipCapIt-160321-162153.PNG|File:ClipCapIt-160321-162153.PNG]]

You can store values for text fields, look up lists and attachments.

:[[File:ClipCapIt-160321-162411.PNG|File:ClipCapIt-160321-162411.PNG]]

Once you have added all your values, click OK.

Continue to add values for each field in your default query.

When finished, click OK.

== How to Remove Default Values in Query Mode ==

Don't forgot to remove the default values when you want to run a different search. Go to Edit->Default Values->Change

:[[File:ClipCapIt-160321-162655.PNG|File:ClipCapIt-160321-162655.PNG]]

Choose No Defaults or Base Defaults. Click OK.

== How to Remove Default Values ==

To return to no default values, go to Insert mode (or Query mode if you have defined Query defaults) and go to Edit->Default Values->Change

Choose "No Defaults"

:[[File:ClipCapIt-150930-140304.PNG|File:ClipCapIt-150930-140304.PNG]]

Click OK