List Editor

Clooz uses an suggestion function for text fields through the Clooz program which are likely to have the same content used multiple times. An example of this would be occupation fields. Lists are generated for such fields based on all the different values you have entered thus far in other occurrences of that type of field. As you enter text in the field, if the letters entered match an entry in the list, the rest of the word or name is filled out automatically. If you type further, the process continues and the filled out portion may change if a different match is now applicable. All of this is designed to save you keystrokes as you transcribe documents. However, sometimes you may enter the wrong characters, or decide a different form of the word is more appropriate. The trouble is the wrong form or spelling of the text keeps coming up when you are entering text in other similar type fields. This is when the List Editor becomes useful. You can change the text that appears in all the fields that had used the original text.

This editor is one of the Maintenance Tools on the Home tab page. Display the Maintenance Tools by clicking the Tools button, then switch to the List Editor by clicking the List Editor button on the tools screen.

On the left half of the List Editor two different ways are provided in which to locate the text you are looking to change:

• A search function for some text which could occur in any type of field, or
• Selection field type for which all text values are listed for you to choose from.

The right half of the List Editor is where the results of the search (if the search method was used) or all text content for the selected field type.

 

Searching all lists for text

To search for all occurrences of a certain text content, select the radio button for finding all text content, and enter the text you are looking for in the edit box. Select the desired search parameter for how the match is to be determined. These matches are not case-sensitive.

After entering the text and setting the search parameter, click the Search button to perform the search. View the results on the right side of the editor.

 

Listing all text content for a certain field type

To see the complete list of text content used in a certain field type, do the following:

1. Select whether you want for choose from only those field types used in a template (Information Record Information Records in Clooz hold the content information coming from a document or other source. These differ from a Source record that contains most of the citation information describing the docment, or the Repository record referring to the facility or online service where the document was found.) you select, or choose from all field types used in all of Clooz's Information Record templates.

2. If you choose the list of field types for a given template, click in the selection box and then click the down arrow to display the list of all Information Record templates. Select the template you are interested in.

3. Based on your prior selection, the list of field types will appear in the bottom portion for you to choose from.

4. Once you select a field type, the list of all text used with that field type will appear on the right side of the editor.

 

Obtaining information about field types

You can see the number of templates which use the selected field type in the bottom panel of the field type list.

Click on the Display List of Templates button to see a list of those templates in a popup window.

 

Editing the text content of a list item

To edit the text for a list item, click on that item in the List of Text Content (right side of List Editor), and do the following:

1. Ensure you are aware of all the places your change will be affecting. Changes made to text in this list will immediately affect all Information Records already using the text value. In the bottom panel, note the number of records using the selected value. To see a list of those records, click the button provided.

2. Once you are sure the change is appropriate, click on the edit button (pencil icon) on the row of the list you had selected.

3. Proceed to edit the text and then click Save (or cancel).

You can add a new text item to the list by clicking the Add New Item button at the bottom of the editor, or from the context menu by right clicking any of the list items.

The context menu also contains commands to merge two list entries (if there are duplicates), or delete an item. In the case of duplicate list items, use the merge function. Deleting a text item from the list will leave any fields which used that text blank.