Recollector User’s Guide
Frequently Asked Questions (FAQ)
Using Recollector:
Are there any restrictions on the fields that I can add to
my collection database?
Can I change the order of fields in either the Item
Details display or in the List display?
Can I get text to be displayed in italics in the Item
Details view?
Can I get text to be underlined in the Item Details
view?
I made some errors editing or adding data. How can I undo
my changes?
Can I have more than one collection database?
Troubleshooting (more complicated, sometimes technical, stuff):
Can I rename an existing collection?
Can I change the currency or dimension units that I
initially specified for my collection?
Will my collection be lost when I upgrade to the next
edition of Recollector?
I really messed up doing data-entry and just exited the
program. Can I undo the mess I made?
Are there any restrictions on the fields that I can
add to my collection database?
Not really. When you initially
create a database, you choose from one of the available templates, which
provides you with a starting set of fields.
But this is really just a convenience, so at least some of the fields
that you will have in your database are there right from the start, without
your having to individually specify them.
But you are free to add any additional fields that you want (or modify
or delete any of the fields provided by the template). There is no limit to the number of fields
that a collection can have (though, of course, if your collection has hundreds
of fields, you will likely find it somewhat cumbersome to edit and view your
collection entries). The only
restrictions regarding fields are these:
·
Your
collection must have an ID # field (though you are free to change
its name, and you are free to never actually put any data into this field, if
you don’t want to use it).
·
Fields
must be one of the eight provided data types; you cannot create new data types.
·
Each
field must have a name, and field names must be distinct.
Can I change the order of fields in either the Item
Details display or in the List display?
Yes, you can change the field order
in both places. To change the field order in the Item Details display, pick Item Details:
Field Order from the Options menu on the collection viewer
window. Use the dialog box that comes up to select and move fields to new
positions. The choices you make here
will affect not only the field order displayed in the Item Details display, but
also the field order displayed when printing single records, and the field
order shown in the data-entry/editing window.
The order of fields in the List
view of the collection window is completely separate. It is controlled by the
dialog that you access by choosing List: Field Selection from the Options
menu. You can also change the order of fields in
the List view by clicking and dragging on the column headers in the List display:
Click a column header and then, still holding the mouse button down, drag to
the right or left until you get to the place to which you want the column
moved.
Both kinds of field order (Item
Details and List) are saved as part of the collection, so these choices will be
remembered from one session to the next.
Can
I get text to be displayed in italics in the Item Details view?
For text fields, select the text that you wish to display in
italics. Then right-click on the text
box bring up the options menu, and choose Italic. This will convert the selected text to
italics.
You can’t specify italic text for non-text fields (i.e. dates, numbers,
currencies, dimensions or image/audio/video fields).
Can
I get text to be underlined in the Item Details view?
For text fields, select the text
that you wish to display as underlined.
Then right-click on the text box bring up the options menu, and choose Underlined. This will convert the selected text to be
underlined.
You can’t specify underlined text for non-text fields (i.e. dates,
numbers, currencies, dimensions or image/audio/video fields).
Can I get a large amount of text
in a long text field to be broken into separate paragraphs for display in the
Item Details view?
To get text in a field to be formatted as multiple paragraphs, include
an extra blank line between sections of text that you want to be separate
paragraphs. Separate paragraphs will be
formatted in the Item Details display (or when printed) as hanging paragraphs
(with a hanging indent).
How do
I create a link for text in the Item Details view that will jump from one
collection record to another one when I click on it?
To create a link that will function as a jump from one map record to
another, you must use the “ID #” field of the record to which you want to
link. Include this ID # in the text for
a field. If the field is a text field, select
the text representing the ID #, and then right-click on the text box to bring
up the options menu and choose Jump-to link. The ID # will be displayed as a link
(underlined and colored blue), and, in the Item Details view, when clicked on,
the Item Details display will jump to the corresponding record. When selecting
the text to use as a jump-to link, do not include any text other than the
actual ID # value.
You can’t specify jump-to links in non-text fields (i.e. dates,
numbers, currencies, dimensions or image/audio/video fields).
You can also use the R-type (‘R’ for “record jump”) special hyperlink
to create a jump-to link whose visible text is something other than the ID #
value of the destination record.
Instructions on how to create this type of special hyperlink are
included in the Editing Data section of the User’s Guide.
Can I get a
larger text-entry window in the data-entry/editing dialog, for entering large
amounts of text into a field?
Yes, right-button click in the text box for the field you wish to
edit. This will pop up the options
menu. Choose Edit field in larger
pop-up window. As a short-cut, you can also hold down the <CTRL> key
and double-click on the text box. This
will also bring up the larger text-entry window, however this method only works
if the text box you double-click on is not completely empty.
Note also that when you type into a multi-line text-entry box (either
within the data-entry dialog or in the larger window you can bring up), there
is no auto-wrapping of text. As you reach the right-hand edge of the window,
typed-in text continues on the same line and the window simply scrolls to the
right. At any point, if you want to
re-wrap the text to fit, just right-button click on the text box to bring up
the options menu, and choose Re-wrap text to fit.
Another change you can make to help with adding or editing long text fields is to increase the size of the editor’s multi-line text entry boxes. This size is set on the Data Entry/Editing tab of the Preferences dialog. (Choose Preferences from the Options menu, and click on the Data Entry/Editing tab.)
I made
some errors editing or adding data. How can I undo my changes?
Recollector does not have an “Undo” menu choice. (Text entry fields in
the data editing window do have Undo choices on their right-click options menu;
so you can undo just-performed typing or editing operations.) However, you can
use Revert, on the File menu, to undo all the changes you made
since the last time in the session that your collection was saved to disk. (If your collection has not yet been saved to
disk in the current session, Revert will restore the collection to the
state it was in when you began the current session.)
If you have saved your collection to disk in the current session, Revert
will give you the choice of throwing away the changes made since the last save
or all the changes in the current session.
In general, it is a good idea to do fairly frequent saves (Save,
on the File menu) when you are making lots of changes to your collection
(editing or adding new records). That
way, if you realize that you just made a mistake, doing a Revert will
only throw away the changes made since the last save, and you will probably
only have to re-do a small amount of work, if any. To guarantee that changes are saved to disk
on a timely basis, you can turn on auto-save from the Preferences dialog.
Choose Preferences from the Options menu and select the Auto-save
tab. Pick “Auto-save” and select an
auto-save interval.
If things get a bit more desperate, and you realize that you have made
a number of mistakes, and you saved the collection to disk with mistakes
present, you can always choose to Revert to the state of the collection
as of the beginning of the session. You will have to re-do this session’s work,
but at least you will have your collection in a state that excludes all the
mistakes of the current session.
Can I
have more than one collection database?
Yes, you can have as many different collections as you want. Recollector
keeps track of each new collection that you create in a separate file. Though
you can only have one collection open at a time, click the Manage
Collections / Select Current Collection button on the Recollector Control
Window, to access your list of collections.
The currently selected collection is marked with a plus sign at the
left. To switch to a different collection, click on it and click OK.
Each collection is completely independent of the others, so you can set
up each collection with whatever choices are appropriate (fields to use,
currency and dimension units choice, sorting order, etc.).
Can I make changes to my collection outside of Recollector,
by editing the collection file in a text editor?
No and yes. (Read on.)
No, in the sense that if you edit the collection file outside of the Recollector
environment, you risk corrupting the file in such a way that you may not be
able to open the file the next time you try to do so with Recollector.
Yes, in the sense that the collection file is a text file, in XML
format, which can be opened and modified by any text editor. In other words, there is nothing, physically,
that prevents you from opening the collection file with, for example, notepad,
and making changes.
If you want to make changes to your collection, the way do this is within the Recollector program, not outside of it by editing the collection
file.
If you really feel compelled to edit the collection file directly (and
you consider yourself a guru on XML file structure), you are obviously on your
own. I can think of no good reason why this should ever be necessary. At the least, you should make a backup copy
of the collection file before making any changes to it, because in the likely
case that the edited version can no longer be successfully opened by Recollector,
at least you will be able to gracefully fall back to restoring the file to its
prior state from the backup copy. (Click
here for information on the built-in
backup and restore facilities.)
Can I rename an existing
collection?
Yes. Select Modify Fields or Image Directory from the Edit
menu of the collection viewer window (or, equivalently, click the Modify
Fields or Image Directory button on the Recollector Control Window). In the dialog that comes up, the collection
name is shown in a text entry field at the upper right. Edit the text in this box to change the
collection name.
Can I
change the currency or dimension units that I initially specified for my collection?
Yes. Select Modify Fields or Image Directory from the Edit
menu of the collection viewer window (or, equivalently, click the Modify
Fields or Image Directory button on the Recollector Control Window). In the dialog that comes up, the currency and
dimension units are shown as radio buttons at the bottom right. You can use the radio buttons to change the
choices.
How
can I move my collection to a different location (or different computer), or
rename the collection file?
Your collection is stored as a single file. (If you have forgotten where your collection
file is stored, choose Summary from the File menu. The summary window shows the full pathname
for the collection file.) Exit
Recollector before moving the collection file. You can move this file to a new
location (or rename the file) using any tools available on your computer for
moving files (e.g. Windows Explorer). Or
you can copy the file to a different computer.
Of course it only makes sense to move the file to a different computer
if you have also installed (or are planning to install) Recollector on this
computer.
If you moved (or renamed) the collection file on the same computer
where it previously resided:
If the collection you moved was the current collection the last time
you ran Recollector, the program will notice that the collection file is not
there, and you will be asked whether you want to browse for the collection
file, or just have the program forget about that particular collection. If you choose to browse, a file dialog will
be shown which you can use to navigate to and select the new location (and/or
name) of the collection file. If you
choose to forget about the collection, Recollector’s Control Window will open,
and you can proceed to either create a new collection or choose from among the
other known collections, or browse for an existing collection file that the
program does not yet know about.
If you moved the collection file to a new computer:
Recollector will not yet be aware of the collection whose file you have
just moved to this computer. You should
use Recollector’s Control Window and click the Manage Collections / Select
Current Collection button. On the
dialog that comes up, choose Browse to Add. Use the subsequent file
dialog to navigate to and select the collection file that you just moved
here. The collection will be added to
the list and you can select it to be the current collection.
If your collection includes images, you should read the section of the
User’s Guide regarding the specification of an Image Directory.
How
can I delete a collection? (I was just testing out Recollector and made a
“pretend” collection, but now it shows up in the list of my collections, but I
just want it to go away.)
In the Recollector Control Window, click the Manage Collections /
Select Current Collection button. Select the collection you want to delete
in the list of collections and press the Remove from List button. A
confirmation dialog will come up to make sure that you really want to remove
the collection from the list. As the
dialog notes, the actual underlying collection file (the .xml file for this
collection) will not be deleted; only the program’s notion of the currently
available collections will be affected by the delete operation. If you really want to get rid of all traces
of the collection, you should then (carefully) delete the collection file
(using, for example, Windows Explorer).
How
can I get Recollector to recognize a collection that I deleted but have now
restored from a backup?
If you erased Recollector’s memory of this collection (see the prior
FAQ), then this situation is just the same as dealing with a collection whose
file you have moved. See the earlier FAQ regarding moving collection files for how to get Recollector to know
about a collection file in a new location, which, in this case, applies to the
file that you restored from backup.
If you had not previously erased Recollector’s memory of the
collection, then, if you restored the collection from backup to the identical
location (and filename) that it had previously occupied, you won’t have to do
anything: Recollector will find the file (since Recollector isn’t even aware
that the file had been deleted and subsequently restored). If you restored the backup file to a
different location (or gave it a different name), then Recollector will not
find the file when you ask to open the collection, but the program will give
you the opportunity to browse, using a file dialog, to locate the file.
Will my
collection be lost when I upgrade to the next edition of Recollector?
No. When you move to the next edition of Recollector, nothing is
changed with regard to your collection.
Collection files contain version number information, and if a new
version of Recollector, containing new features, needs to update your
collection file, it will do this automatically.
The only possible problem is using an older version of Recollector on a
collection file that was created by a newer version of the program. Recollector, however, recognizes this
situation and an older-version program won’t let you open a later-version
collection file – an error message will be shown indicating this situation.
I really messed
up doing data-entry and just exited the program. Can I undo the mess I made?
You may be in luck. In each session, the first time that Recollector saves your collection back to the disk it makes a backup copy of the collection file as it was before the session began. This file is located in the same directory as the collection file and it has the same name as the collection file, except with “.bak” appended (e.g. MyCollection.xml.bak). Before re-starting Recollector, do the following:
1. Navigate (using Windows Explorer)
to the directory where your collection file is stored.
2. Make a backup copy of the
collection file; for example, copy MyCollection.xml to MyCollection.saved. This backup copy is just in case
you really mess up and clobber the xml.bak file as well. At least you
should still be able to get back to the way things were before you started this
exercise.
3. Delete the collection file (e.g. MyCollection.xml).
4. Copy the xml.bak file,
giving the new copy the name of the normal collection file (e.g., copy MyCollection.xml.bak to MyCollection.xml).
You should now be able to start Recollector and, when you look at your
collection, it should be exactly as it was the last time you invoked the
program, before you made the (messed-up) changes to your collection.
Note: If you have been making regular backups of your collection (using
the built-in back-up facility), then you always have the option of restoring
your collection from the most recently backed-up version of your collection.
(Click here for information on the built-in
backup and restore facilities.)
I added
some jump-to links. They show up OK (as blue-underlined links), but when I
click on them nothing happens.
There are three possible reasons why clicking on a jump-to link doesn't perform the expected jump:
1. The ID # shown in the link doesn't
exist in the collection. Make sure that you actually have a record with this ID
# in your collection.
2. You currently have a subset
defined, and the record with the ID # that you are trying to jump to is not
included in the current subset.
3. The text that you selected to turn
into a jump-to link has some extra characters that aren't part of the actual ID
#. For example, if the text that you have made into a jump-to link is #123, but the actual ID # for the corresponding
record is just 123 (without the leading '#' character), then the jump-to link
won't work. Change the jump-to link to include just the characters that form the ID # value of the record that you are
trying to link to. In the current example, leave the '#' character out when
selecting the text to turn into a jump-to link.
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