Tools in Vernon CMS
This guide describes the tools in Vernon CMS.
On this page
General tools
Main tools
-
Advanced Search
Search on all fields and combine searches. -
List Manager
View and work with a list of records in a table format. -
Reporting tool
Report on any file and group of records. -
Portfolio
Save, manage, and share lists, searches, and templates.
-
Authority Options window
View and select the authority terms within an authority field or file.
Other general tools
-
User Preferences
Set your preferences for Vernon CMS which apply to your user name only. -
Spellcheck File
Check the spelling of a field, a record, a list of records, or an entire file. -
Field Usage Count
Run a report on how you use fields in different files. This can be helpful when cleaning up data. -
Random Record Selection
Select a set of random records from your system. This is useful when auditing your records for data quality.
Bulk tools
General bulk tools
-
Bulk Update
Update most fields and add new rows to tables in any file. The data must be the same for all records. -
XML Import
Create or update many records in bulk. The data can be different for each record. -
Text Find & Replace
Find and replace text in any text field for multiple records.
Bulk authority term tools
-
Authority Term Report/Replace
Report on, replace, update, and add authority terms in bulk. -
Bulk Update of Term Usage Control
Update the usage of many authority terms at once. -
Candidate Term Utilities
Apply a candidate status on all new authority terms and report on your candidate terms.
Bulk location tools
-
Bulk Move
Move multiple objects (or their parts) and packing units to a single new location or back to their individual Usual Locations. -
Bulk Inventory
Inventory multiple objects (or their parts) and packing units to a single new location or back to their individual Usual Locations. -
Batch Location Change
Move or inventory multiple objects (or their parts) and packing units to many different locations -
Offline Location Recording tool
Record your location information while working offline.
Bulk image tools
-
Import & Link Images
Import Photo/Audio-Visual records and link them to Object records. -
Bulk Update Photo/AV Metadata
Update the metadata of Photo/Audio-Visual records.
Other bulk tools
-
Bulk Classification Update
Update the classification of objects or transfer the current classifications to the Previous Classification table. -
Bulk Procedural Control Status Update
Update a group of records to a new procedural status. -
Bulk Rights Update
Add rights data to Object, Photo/Audio-Visual, or Topic records. -
Bulk Task Update
Add or update tasks and associated costs in Object and Activity records. -
Bulk Valuation Update
Update object valuations by percentage increase or decrease or by a specific amount.
Diary tools
-
Diary Check
Display a list of all the current Diary Tasks associated with the logged-in user. -
Calendar View
View Diary or Activity records in a calendar or agenda format.
Public access tools
-
Web Messenger
Update other applications with changes to your records in Vernon CMS.
Supervisor tools
-
Accession Number Format tool
Create, define, and manage accession number formats. -
Audit tool
Report on and undo data changes. -
Customised Configuration
Configure many different settings for your system. -
Index Maintenance
Update, rebuild, and monitor your indexes. -
Search tool
Maintain and customise search for your organisation. -
Security tool
Manage the users and security groups at your organisation.
Activities tools
-
Activities Configuration
Configure your Activities files. -
Inward Loan Renew and Outward Loan Renew
Create a new loan renewal record from a previous loan record. -
Inward Loan Return and Outward Loan Return
Return your loaned objects.