Collection Management

Main sectors

The image below gives you an overview of the main sectors related to the collection.

Collections are managed by collection managers (see Administration -> Transaction management -> Collection managers ... in the menu), who organize the transfer of specimen between collections and track the exchangebalances . Any transfer of specimen is organized via transactions (see Administration -> Transaction management -> Transaction ... in the menu). To be able to place a request for specimen from a collection you must be in the group of requesters (see Administration -> Transaction management -> Loan requesters ... in the menu) for the requested collection and a collection manager for the requesting collection. An overview is given in the image below.

 

Subsections of Collection Management

Collection

The parts of a specimen can be stored in several collections. To see the place where a specimen or parts of it are stored use the lower tree and click on the icon to select the display according to the collections as shown below and in a short tutorial Video starten.

In the tree shown above select the collection to display the data fields as shown below.

To be able to edit the details of a collection, you must be a collection manager of this collection. The restrictions for the access for editing the collections are defined in the CollectionManager section.

At the base of the fields you find the default collection, used for the creation of new specimen parts. Specimen parts that are not created as a part of another part will be placed in this collection. Use the button to edit this entry (see below) For another possiblity to edit this value choose Administration - Customizedisplay from the menu.

Administration of the collections

If you need further information about a collection click on the button or choose Administration - Collections... from the menu to open the window for the collection administration (this menu entry is only available for collection managers). This will open a window (see below) where you can edit the collections used in your database for which you are a collection manager. You can choose among several options to show resp. hide the hierarchy:

  • Show whole hierarchy
  • Superior datasets and children of current dataset
  • Restrict to superior datasets
  • Hide the hierarchy

Specimen placed in the collections

With the botton, you can display the specimen stored in a collection within the hierarchy (see below).

As an alternative the specimens stored in a selected collection can be listed in the specimen list. You can hide / show this list using the [  ]/ button. The specimen list will appear as shown below. Click on the collection in the tree view to fill the list and see the specimens that contain parts which are placed in the current collection. To transfer the parts of certain specimen from the current collection to another collection, choose them in the list and click on the button. To change to a specimen from this list click on the button.

As an alternative you may select the specimen in the main form a choose Data - Transfer - To Collection ... from the menu. A window will open where you can select the collection in which you want to transfer the specimen. With this option [ALL] parts of the selected specimen will be transferred into the selected collection.

 

Creating new collections

To create a new collection use the button either above the Query results or the button right of the hierarchy, where the new collection will be placed underneath the collection selected in the hierarchy. To copy a collection either use the button or the button. The latter will copy the collection including all child collections. To set the superior collection, use the button. The user creating the new collection will automatically be inserted as a collectionmanager for this collection. To remove a collection, any collection manager must be removed from this collection first. Click on the button to open a window for the administration of the collection managers. For new versions of the database the removal of the link of collection managers to deleted collection will be done automatically. To transfer collections in the list as children into another collection, click on the button in the upper left corner.

 

Administration of collection types

To administrate the types for the collections, click on the button. A window will open where you can create new types and add icons representing a type (see below).

The type regulation is provided for the collections that are meant to administrate the access to transactions of the type regulation. See chapter Transaction or further details.

Images

If there are images depicting the collection a yellow background   will indicate the availability of these images. To show the images, click on the button. This will open the area for the images as shown below. Use the and buttons to add or delete images of your collection. For further details about handling images see chapter Images.

 

Plan

If a floor plan is available for a collection this will be indicated by a yellow background  . For details see chapter collection floor pan

Label

To print labels for e.g. drawers, click on the button. The area for printing the labels will be shown (see below). Further details about printing labels are described in the chapter Label.

 

To edit the contents of the tables in the table editor select   - Collection resp.   - Image  from the menu. For Details see chapter TableEditors.

To view the history of a dataset, click on the [] button. A window with the history will open. For more details see chapter History.

For details about handling data see the Data section. Data of the collections is stored in the table Collection.

Collection Manager

Collection managers are users with the right to edit the transactions for a collection, including loan, purchase, inventory etc. To administrate the collection managers you must be in the administrator group. Either choose - Administration - Transaction management - Collection managers from the menu or Administration - Collection and there the button to open the editing window for the collection managers as shown below.

Use the < and > buttons to edit the list of the collections for which the selected collection manager can create and edit transactions.

The collection managers can be listed with their names or their logins. Change this with the list by option at the base of the list. If after e.g. a database have been moved to another server, the may exist logins with names not matching those on the server. Click on the button to correct this. In case of duplicate permissions you might get a list with these duplicates where you have to remove the duplicate permissions.

For details about handling the collections see the Transaction section. Data of the collection managers is stored in the table CollectionManager.

Collection User

The access of users to collections can be restricted. To edit the collection list for a user choose - Administration - Transaction management - Collection users ... from the menu. A window will open, where you can add or remove collections a user has access to as shown below. The access [includes all subordinate collections]. This means adding a collection to the list a user has access to also grants the user access to the subcollections as defined in the hierarchy of the collection. In the example shown below the second entry is not necessary as it is already included in the first entry.

Use the < and > buttons to edit the list of the collections for which the selected user has access to.

If a user has no collections in the list, all collections are available for this user.

A collection manager has access to the collections he is allowed to manage as well as those in the list as a collection user.

Data of the collections is stored in the table CollectionUser.

Collection Location

Tutorial: Video starten

There are 2 hierarchy available for collections (showing the whole hierarchy or only the parent datasets):

  • Administration
  • Location

To enable the location hierarchy, either in the custom settings - in the menu choose  Administration - Customize display...  and then in the Defaults and miscellaneous  tab set the option or in the collection window click on the in the top.

By default the hierarchy according to the administration is displayed (see example below).

The [ location nodes ] in the tree indicate that these nodes have a location parent, different from the administration parent. To change to the hierarchy according to the location select the  option underneath the hierarchy (see below).

To set resp. remove a parent location a floor plan click on the     resp.    button. With the    button a window will open where you can choose the parent location for the current dataset.

Floor plan resp. geometry

If a floor plan is available for a collection this will be indicated by a yellow background [  ]. To provide the floor plan of a collection choose from the menu and click on the button to select the floor plan. Click on the button to save the plan.

To provide the geometry of a certain area with e.g. a drawer the same he floor plans are inhertited to depending collections and the geometry of a parent collection will be indicated by a dotted line (see below). The field [Height] keeps the height of e.g. a sensor for temperature.

Besides floor plans you may as well specify certain positions within e.g. a drawer (see below and the tutorial Video starten).

 

Setting the scale: ↔

To set the scale for a floor plan with a scale provided in the plan, click on the button. A blue bar will appear that can be dragged and changed in length to a object of known size, e.g. a scale in the plan. After the scale is set, click on the button and the floor plan will be overlaid with the scale as shown above. The width of the whole plan will be shown in field [Width].

 

Setting the geometry: □

To set the geometry of e.g. a room, click on the  button. A red rectangle will appear as an overlay in the plan that can be dragged into the right position. The × button removes the geometry from the current dataset. Click on the button to store the geometry.

 

Zoom

To zoom the floor plan use the slider at the left or the mouse wheel. To return to the original size with a click on the [1:1] button. If the current dataset has a geometry you can use the [ ]  button to zoom in the geometry. With the  button you can show the whole image.