Data Migration Training Page 1
KE EMu Data Migration
www.kesoftware.com
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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:
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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:
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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:
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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.
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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
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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
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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
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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
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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
At the end of this unit you will be able to:
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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:
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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
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Form Window
Menus
Tool Button
Toolbar
Form Window
Status Bar Data View Tabs
Title Bar
Summary Data
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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:
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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.
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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.
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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
At the end of this unit you will be able to:
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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.
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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:
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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:
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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
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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
At the end of this unit you will be able to:
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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
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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
At the end of this unit you will be able to:
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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:
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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.
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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.
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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
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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
At the end of this unit you will be able to:
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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.
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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
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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