data migration training page 1 ke emu data migration

Data Migration Training

KE EMu Data Migration

www.kesoftware.com


Course Objectives

Discuss the objectives of the data migration process

Outline the components of the data migration process

Outline the skills required in order to review the data migration process

Run a sample mapping workshop Outline the post migration tasks

During this course we will:


Unit Two Objectives

The objectives of the data migration process What is data migration What data migration is not The steps in the data migration process

Export legacy data Develop mapping rules Develop a migration script Load the legacy data into KE EMu Review of initial load Revise load script Load final data

At the end of this unit you will understand:


Unit Three Objectives

Understand the Catalog module and how it relates to the Catalog support and Collection Management modules

Understand the key elements of KE EMu Modular system Multiple discipline and object type catalog Tab switching Multimedia repository Registry

At the end of this unit you will be able to:


What is the Catalog module?

A Catalog record includes basic object information such as:

Accession number Object title Number of items or parts Brief physical description

The Catalog module is the starting point for recording information about all objects owned by or in the care of an institution.


What are the Catalog support modules?

The following diagram displays how the Catalog links to the Catalog support modules for Cultural History institutions.

Catalog

Rights/Copyright

Narratives

Parties BibliographyMultimedia


What is the Catalog support modules?

The following diagram displays how the Catalog links to the Catalog support modules for Natural History institutions.

Catalog

Rights/Copyright

Taxonomy

MultimediaParties Bibliography

CollectionEvents


What is the collection management modules?

The following diagram displays how the collection management modules link to the Catalog and to each other.

Events Insurance

ExternalMovements

Conservation

CatalogLoans

AccessionLots

LocationsInternal

Movements


What is a hierarchical multi-discipline catalog ?

KE EMu can support multiple disciplines within one Catalog.

Natural SciencesHistory &

TechnologyHumanitites

Geology Zoology

Object Information

Entomology

Botany

Mammalogy


Unit Four Objectives

Log into KE Emu Use the Command Center Open and view multiple modules Use and navigate around a form window Identify the screen modes Quickly find a field in a form



Login

1. Enter the Host name of the KE EMu server

2. Enter your User name and password

3. Enter service name, e.g.EMu (live system)EMutrain (training system

To log onto KE EMu:


Command Centre

Lists the KE Emu modules that you can access

Enables you to access KE Emu Help Enables you to exit KE Emu.

Note: Examples in this course are taken from the Parties and Multimedia modules


Form Window

Menus

Tool Button

Toolbar

Form Window

Status Bar Data View Tabs

Title Bar

Summary Data


Navigation

Use the Tab key to move the cursor forward one field, from the first field through to the last on the screen

Use the Shift+Tab key to move the cursor back one field at a time

Select a field by pointing and clicking with the mouse

Click on a Data View Tab at the bottom of the Form window to view a different page of the form.

To move around a form window:


What are the screen modes?

There are four screen modes: Query – allows you to run a search Display – displays results of a search Edit – allows you to edit records Insert – allows you to add new records

The current screen mode is displayed in the left-hand corner of the status bar at the bottom of the screen.


Interface Options

The following options apply system wide:Command Center displayLanguage settingsMultimediaSpell checkingEditingModule caching on start-upColors

Some interface options may be set for individual modules. For example, the Show List views can be customized per module.


Unit Five Objectives

Use a lookup list Perform a simple search Understand the advanced search features Understand the display options and create

your own customized List view



Lookup Lists

You can select a value for a field when running a search or adding a record

Using a Lookup List saves typing, ensures correct spelling and helps you to select the right terminology when running a search, e.g.Sales assistant not Salesman

Each Lookup List is assigned a permission status, which governs whether or not you can add values to the list and whether you will be prompted when you do so

A Lookup List shows a list of the values in a field.


Basic Searching

How to run a simple search How to browse the matching

results set How to run a multiple term search

In this section we will learn:


Display Options

List view displays only a few fields. You can create your own List view and specify which fields you want to view

Contact Sheet view displays thumbnails of available images

Details view displays all the available fields

KE Emu can display results in different views:


Advanced Queries Boolean operators

and, e.g. bookkeeping [and] sales or, e.g. bookkeeping [or] sales not, e.g. [not] !Bookkeeping

Text retrieval phrase retrieval, e.g. “Managing Director” Stemming, e.g ~work finds works, working, worked phonetic retrieval, e.g. @smith finds smith, smithe, smythe

Pattern matching searches for patterns, e.g. h?t finds hot, hit, hat. wildcard characters, e.g. ju* finds jump, justice, jupiter

Range queries search for values within given ranges, e.g. >1956 <1972


Unit Six Objectives

Add a new record into KE Emu Save a new record Understand record validation Edit an existing record Use the ditto (copy) function Attach a record to a record in another module



Adding a Record

Click New to place the window in Insert mode Internal Record Number (IRN) is automatically

assigned and displays in the top right-hand corner of the new record

Enter the data for the new person, institution or venue. Be sure to visit every tab and enter a value into every field for which data is known

Click Save The record must pass validation before it is

added to the database


Unit Seven Objectives

Sort records Save your own sort criteria Edit a saved search Group records Save a results set Save your own search criteria Delete and discard a record Generate a report



Sorting Records

Multiple criteria may be used such as sorting, e.g. first by Organisation, then Department, and so on

You can sort in both ascending or descending order Search the database before sorting records Save your own sort criteria to be used with other result

sets Assign permission to other users to use your saved sort

criteria

Each module can be sorted on any field within that module:


What is a Group?

A set of records that resulted from a previous search. The IRNs of these records are grouped together and the group can be opened and viewed even after the current session is over. You can add further records to this type of group. OR

The saved criteria of a search. This allows you to re-run the search again. The results set may differ each time you re-run the search as the data may have changed.

A group may be:

When you first create a group, only you have access to it. However, if required, you can give other users permission to open and view your saved groups.


Deleting and Discarding Records

When a record is deleted, you remove the record permanently from the module’s database

When a record is discarded, you remove it from the matching results. This record is not removed from the database.

There is a big difference between deleting and discarding a record.


Reports

All KE Emu modules have at least one pre-defined report appropriate to that module (e.g. the Parties module has a list, a summary and a worksheet report). Before generating a report, search and find relevant records to include in the report.The Crystal Reports viewer allows you to:

Preview the reportSelect a printer and print the reportExport the report in different formats, e.g. Excel,

Word, HTMLSave as a fileEmail the report to another user


Unit Eight Objectives

View a multimedia resource in the Multimedia module View a multimedia resource that is attached to a record Add a multimedia record to the Multimedia module Attach a multimedia resource to another record:

Using the Drag and Drop methodUsing the Add method

Scan an image directly into the Multimedia module



Multimedia

Each resource in a module is a separate record in that database, i.e. a multimedia resource is a record in the Multimedia module.

Multimedia resources can be attached to records in other modules. For example, you can attach a multimedia resource to a Parties record in the Parties module.

Each multimedia record describes the multimedia resource, not the product or party to which it is attached.


Unit Nine Objectives

At the end of this unit you will be able to: Use the spell check function Use the global replace function Define new substitution criteria Use wildcards


Unit Ten Objectives

Perform a data entry exercise Outline your post migration tasks Describe how to use global replace for your post

migration tasks Describe how to use the merge records function

for your post migration tasks

During this unit we will

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