Introduction to GRIN Global Curator Tool Interface

Transcription

1 Krean Wrkshp (Presentatin / Walk thrughs) Intrductin t GRIN Glbal Curatr Tl Interface Demnstrate / Discuss: Start up GRIN Glbal Discuss: Interface: left: List Panel / right side: Data Grid List Panel (Cmpare t a Windws Explrer windw) similar t MS Explrer tree view with flders Curatr Tl (CT) can have an infinite number f tabs & lists lists cntain items pinting t recrds in the database deleting the lists r items in the lists des nt delete the actual DB recrds Data Grid (Dem) similar t a spreadsheet clumns & headings, data in rws, clumns can be re sized clumns can be mved drag a clumn left Dem: Use clumn chser t select / deselect clumns Search begin discussin abut searching fr recrds (Slanum) lycpersicum (tmat) & tubersum (ptat) discuss: Search as a separate prgram (therefre need t lgin in again) (als nt fully implemented yet advance search functins nt enabled) basic search wrks similar t a Ggle search there are five sets f ptins available n the basic search feature: Ignre Case Areas t Search Shw Results As Results Matching On Max Recrds Dem: searching fr Slanum (dev1 fund 422 recrds) Filtering & Srting Discuss / dem srting and filtering srting: use Taxnmy clumn srt Ascending (right click n heading); scrll t shw alpha rder filtering: click in the taxnmy cell f a Slanum tubersum right click shw nly rws with this data pint ut recrd cunter in lwer left f screen: Shwing 27 rws ( f nnn retrieved) filter again n anther clumn: select Cultivars need t set up a list if we are ging t track these accessins krean wrkshp sept09.dc Page 1

2 Dem: create a new tab: e.g. Slanum Dem: create first level list t match: Slanum (recmmended: same Tab name and Highest Level List under the Tab shuld be the same name aids with list rearranging, deleting, etc.) Dem: create tw sub lists under Slanum: tubersum (ptat) & lycpersicum (tmat) Discuss: can use the lists (and sub lists) t track recrds by sme criteria: traits, habitat, rigin Using Lists t Organize Yur Accessins With the Curatr Tl, yu can build and arrange lists t meet yur specific needs. Fr instance, lists culd be used t rganize accessins by: recently added inventry specimen lcatin: field, shelf, etc. utility patents grup (e.g., cmmn pears vs. wild pears) surces, such as material frm verseas Dragging data frm the Search windw t the CT setting up: have bth screens visible / search n tp dem selecting sme recrds (click n rw headings: use Ctrl and/r Shift t select multiple rws); shw select all (click n tp, left crner f grid) drag all f the selected recrds frm the Search grid t the CT s list (use the sub list such as the sept5_review illustrated abve deselect additinal blank clumns in the CT t shw that feature again Lists: dem / discuss the highlighting f the list vs. an item in the list select ne recrd in the data grid the accessin recrd is in bld deleting an item in the list is nt deleting the db recrds just that yur list n lnger pints t that db recrd select Inventry Tab discuss the fact that the related Accessin recrd in the list (in the List Panel) is underlined and italicized (and is the mther f the related inventry recrds) Discuss: krean wrkshp sept09.dc Page 2

3 Shw als Order recrds: e.g. Slanum PI has 3 assciated Order recrds Discuss: Exprting t Excel Dem: drag sme recrds int Excel Dem: Cpy & Paste recrds int Excel Imprting int the Curatr Tl frm a spreadsheet Mdifying Existing Data Dem: Updating Inventry frm Excel Must be in edit mde in the CT Bth the CT and Excel must be active Dem a blck cpy T be safe (& quick), yu can have already in Excel (r cpy int excel) sme inventry data. Discuss manipulating the Excel data t get the data int adjacent clumns s that in n cpy yu can cpy int the CT. In Excel, arrange the Inventry ID and Quantity n Hand clumns t be adjacent. Change the quantities. Drag int the CT Data Grid (n audible signal, but visually yu will see cells in yellw where data has been changed.) Save. Discuss: security will be established s that yu can nly alter recrds that are yurs krean wrkshp sept09.dc Page 3

4 Imprting int the Curatr Tl frm a spreadsheet Adding New Recrds D a similar blck cpy, but add a new recrd in Excel. Just need Quantity n Hand fr this dem Drag int the CT. Nte: Inventry ID, the key, will be assigned) Discuss the clrs when in Edit mde: vilet required / light blue & dark blue data can be entered / gray supplied by the system Dem: a Drp Dwn click in the Inventry Type field fr the new blank recrd; select SD (seed) (drp dwns will eventually display visual indicatrs) (tw types f drp dwns: in Inventry (in Edit), see Distributin Frm vs. Accessins clumns) krean wrkshp sept09.dc Page 4

5 Dem: Click in the Accessin cell: the LkUp Picker will pen (nly certain data allwed) guarantees data integrity use this t select the crrect Accessin Dem: Adding New Recrds by Inputting Dem: shw adding a new recrd manually (must be in Edit mde) briefly discuss keys: fr Inventry, the Inventry ID key is the primary key (primary key always the leftmst clumn); the next fur fields in the Accessin Table are the alternate key (n dups allwed, s when the cmbinatin f the fur fields must be unique) krean wrkshp sept09.dc Page 5

6 Dem: Reprts Displaying Discuss: adding a data view: Get Order Items (this data will be needed fr the currently available reprts) reprts are currently generated by Crystal Reprts must select recrds first (select all fr the dem; therwise nly the first recrd is reprted) Dem: Reprts Exprting must be in the Reprt Frm windw; select the first icn / different data frmats available Discuss Admin Issues Discuss: Installatin Discuss: Discuss Prject Timelines Discuss: krean wrkshp sept09.dc Page 6