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Catalyzer Desktop User Guide

Version 2.2.0 : 1st December 2006

Contents

1. Quick Start
• The quickstart screen
• Viewing the example catalogs
• Setting your Server Profile
• Importing data from files
• Designing a new catalog step by step
• Catalyzer Server
2. Introducing Catalyzer
• Life Before Catalyzer
• Life With Catalyzer
• Scenarios of use
• What is a Catalog?
• Cataloging your files
• Cataloging multiple spreadsheets
• A catalog used as an electronic lab book
• Catalog and link all your different types of data
• Introducing Records and Classes (and Folders)
3. How to use Catalyzer
• Starting to use Catalyzer
• Views: Data Entry and Catalog Design
• Opening and Saving Catalogs
• Adding Records
• Editing Records
• Creating Classes
• Adding fields - (and deleting, moving and renaming them)
• Setting the field options : name, type, help and color
• Setting the class options: name, summary, caption, barcode label
4. Making Classes Classy - menus, buttons and more
• Different types of field - text, menus, dates
• Different types of field - lists
• Different types of field - subrecords
• Different types of field - references to records
• Different types of field - links to files and websites ('Resources')
• More field options - default values
• More field options - read only fields
5. Spreadsheet / table and gallery modes
• Viewing records in spreadsheet mode
• Importing Spreadsheets using copy/paste
• Importing Spreadsheets in CSV Format
• Exporting to Spreadsheets
• Viewing images in gallery mode
6. Searching, Filtering and Browsing
• Basic Searching
• Advanced Searching
• Browsing in Catalyzer
7. Annotating Images
• Adding and editing image annotations
• Viewing and browsing image annotations
8. Importing, Exporting and Printing
• Cataloging files on hard disk / CD
• Thumbnails
• Importing a Catalog by Reference
• Importing Classes from another catalog
• Importing and Exporting Disk Catalogs
• Importing Classes from another catalog
• Printing
• Exporting to PDF
9. Advanced features
• What if I move my files?
• Formula Fields
• Required Fields: making sure you gather enough information
• Changing the class of records
• User Defined Types: defining taxonomies and ontologies
• Fixed-Structure Catalogs: for other people to fill in
• Plugins for Importing Headers from Specialist File Types
• Catalogs and XML
• Importing from Databases
10. Reference: all the field types
• The Text field type
• The Text Box field type
• The Menu field type
• The Barcode field type
• The Checkbox field type
• The Choice field type
• The Color field type
• The Date field type
• The List field type
• The Number field type
• The Radio Buttons field type
• The Record field type
• The Reference field type
• The Resource field type
• The Time field type
11. Reference: setting preferences
• General preferences
• File Type preferences
• Importers
• Exporters
• Appearance
• Clipboard
• Hardware
• Advanced
12. How Catalyzer can fit in with existing workflow
• Sample and inventory managemet
• Keeping track of your own data files and links
• An electronic notebook
• Sending complex linked data sets to other people
• Alternative / complement to spreadsheets for complex data
• Ensuring your team keeps complete records
• Core facility data management
• Streamlining database curation
13. Catalyzer Licenses
14. Hints, Tips and Troubleshooting
15. Technical Appendix
• The Catalog file format
16. Glossary
17. Acknowledgements
• Software Libraries Used