How to Create Groups of Records

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Revision as of 19:29, 18 March 2016 by Mtulig (talk | contribs)
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The Group function in EMu can be used to save a set of records you would like to access again quickly or to share with other users.

How to Create a Group

  1. Search for the records you would like to save
  2. From the Menu Bar select Tools>Group>All Record in Results
  3. Click on the New icon in the lower left hand corner of the dialogue box that appears
  4. Another dialogue box will appear showing you the type of group you are creating and the number of records you are grouping.  Give your group a name.  
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Use the Security tab to enable others to use your group.

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How to Retrieve a Group

After you have created you group, you can view the records at any time using Tools>Group>Retrieve Group.

If you want to merge a group with other records, search for the new records, then go to Tools->Group->Retrieve Group. You will be asked if you want to merge the current records with the group:

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Click Yes.

How to Add Records to an Existing Group

Search for new records to add to group and select the records.  

Go to Tools->Group->Selected Records.  If adding one record, highlight that record and use Tools->Group->Current Record.

Find the existing group in the Groups list, select the group, and click Add.

Note: you must be the owner of the group to add records to it.