Category:Users Guide/de

From CollectiveAccess Documentation
Revision as of 09:13, 18 February 2014 by LHM (talk | contribs) (Created page with "Administratoren, die Berechtigungen zum setzen der Zugangsrechte haben, können Logins und Rechte für die Nutzer vergeben. Unter Access Roles finden Sie Informationen üb...")
Jump to: navigation, search

<languages/> Benutzerhandbuch: Übersicht

Dieser Abschnitt bietet eine Anleitung für Katalogisierer und Administratoren, die mit CollectiveAccess ihre Sammlungen verwalten. Die einzelnen Seiten liefern Ihnen ein Verständnis dafür, wie Sie durch die Datenbank navigieren und zwischen den verschiedenen Typen unterscheiden können. Zusätzlich erhalten Sie Infos darüber, wie Sie die Datenbank durchsuchen, Einstellungen und Präferenzen festlegen und die Metadaten über die Benutzeroberfläche verwalten können. Weiter unten finden Sie eine alphabetische Auflistung der Seiten dieses Benutzerhandbuchs.

Zugang und Präferenzen

Bei CollectiveAccess handelt es sich um ein webbasiertes System, welches durch Logindaten extern zugänglich ist. Jedes Login besitzt eine persönliche Startseite (auch Dashboard genannt) von der aus Sie durch die Datenbank navigieren können. Tools, wie z. B. das Inspector Window, helfen Ihnen dabei Ihre Arbeit zu verfolgen. Zum besseren Verständnis über Ihre Navigationsmöglichkeiten betrachten Sie bitte: Accessing and Navigating the Database. Sobald Sie Zugang zur Datenbank erlangt haben, können Sie Ihre Preferences anpassen.

Administratoren, die Berechtigungen zum setzen der Zugangsrechte haben, können Logins und Rechte für die Nutzer vergeben. Unter Access Roles finden Sie Informationen über die, durch Collective Access definierten, Benutzerrollen. Weitere Informationen über die Verwaltung und Einstellung von Zugangsrechten, sowie die Erstellung neuer Logins, finden Sie unter Access Control Settings.

Primärtypen und Erstellung von Datensätzen

Obwohl man CollectiveAccess stark auf die eigenen Bedürfnisse anpassen kann, besteht es im Kern aus 16 Primärtypen bzw. Basistabellen. Um effizient mit der Sofware arbeiten zu können ist es wichtig die Unterschiede zwischen den einzelnen Basistypen der Datensätze zu kennen. Eine schnelle Übersicht der Typen finden Sie unter Basic Tables. Beachten Sie, dass nicht jede Sammlung all diese Typen beinhaltet und diese auch manchmal variieren. Trotzdem wird Ihnen das Verständnis über die Kombination der Basiskomponenten, aus den CollectiveAccess besteht, bei der Katalogisierung helfen.

Once you have developed a clear understanding of the Basic Tables, you will be ready to begin creating records. The particulars of record creation will vary from institution to institution, but all records are comprised of a set of common data types, and exhibit a similar User Interface. For guidance on how to begin creating records, see Creating Records.

Each record is comprised of at least a “Basic Info” screen, but many contain more screens according to the needs of the project. For an overview of basic screens in CollectiveAccess, please see Common Screens. For example, one common screen is “Media,” as many records incorporate images or other media. The media upload process is simple, and is explained in the page entitled Uploading Media.


One of the key aspects of CollectiveAccess is its ability to create relationships between records. As you build a record, you will probably want to include important relationships. To accomplish this, choose "Relationships" from the side navigation after you have completed your Basic Info page in any type of record. Common relationships can include: Entity related to a Work, Objects related to an Event or Occurrence, and so on. For an overview of Relationship creation in CollectiveAccess, please see Relationships.

Searching and Browsing

As you populate your database, or after a data import, you will want to search and browse your data. CollectiveAccess provides a number of options to facilitate searching and browsing, with varying levels of complexity. For detailed instructions on how to use these features, please see Searching and Browsing. Please note that the Browse facets detailed here may vary from those configured for your institution, as they can be set-up to reflect the individual needs of your collection.

Displays and Sets

CollectiveAccess also provides tools that allow you to organize, view, and share your data in a clear and elegant fashion. For example, You can create custom displays for search results or record summaries, and then use those results to export tab or comma delimited files. Displays essentially allow you to select exactly which fields from any records you wish to see in a given environment. For more information on creating displays, please visit: Displays.

You can also use CollectiveAccess to create ordered groupings of any record type defined by users for a specific purpose, known as Sets. These are generally organized for temporary, practical purposes and can be shared between users. For more information on creating and using Sets, see Sets.


For end-users with administrative privileges, you may find that you need to understand the metadata-creation workflow. For example, You may need to add new values to a list, or even create an entirely new list for use in your database. To manage Lists and Vocabularies, you will need to navigate to Manage → Lists and Vocabularies in the User Interface. Consult Lists and Vocabularies for more information on managing lists.

In order to incorporate new lists into your cataloging, you will need to append them to metadata elements and then add them to the user interface. See User Interface Administration for help with those steps. The process described in “User Interface Administration” also applies to the creation of any new metadata element. It is important to understand that one does not create new metadata elements within the context of each individual screen; instead, using the administration options explained in the aforementioned pages, one chooses from a pool of metadata elements which can be added to the appropriate screens as needed.

Importing Data

For those who are switching to CollectiveAccess from a different system, there are tips and tools to assist in the data import process. If you are working with a dataset of a relatively manageable size, the user interface provides a tools for uploading import mappings and source data. For a quick overview of these tools, see Data Import. For a more in-depth look at the entire process, see Data Import: Creating and Running a Mapping.

For the pages mentioned above, as well as other useful guidelines, please see below.

Pages in category "Users Guide/de"

The following 8 pages are in this category, out of 8 total.


Personal tools