It is helpful to build a mental map of how the parts of Athenaeum fit together.
The map above has the main menu at the top middle, with the catalogue modules to the lower left corner, borrower modules lower right and issue (circulation) and issue history modules lower middle.
The admin area is off to the right and is normally less used than other areas.
The search box is where non-admin users normally start.
The modules are colour coded and reflect the colour themes you see when using Athenaeum. Colours are used as a visual clue to where you are.
|Menu||blue||1||starting point for most operations|
|Admin||blue||a||configure your administrative preferences here|
|Catalogue||"catalogue" collectively refers to titles, copies and archive (not shown)|
|Titles||bronze||t* or c||main entries in the catalogue|
|Copies||copper||p or c*||each holding (e.g. each book) in the catalogue - a title may have one, more or zero copies|
|Borrower||green||b||the library patrons who borrow, reserve and review items and to whom you might levy fees|
|Types||green||t*||the collection of privileges for each type of borrower|
|Circulation (issues)||blue||i||the collection of copies that are currently issued to borrowers|
|History||blue||h||the historical record of issues, including current issues|
|[module descriptions (shortcuts with an asterisk can be customised)]|
Knowing the modules and how they fit is important because - amongst other things - reports are normally generated in the modules that contain their content.
For example, - overdue reports and letters are generated in circulation - historical issue analyses are generated in the history module - annual summaries are generated in the catalogue module.
You can navigate around the Athenaeum modules using the buttons on the main menu, or you can quickly navigate using keyboard shortcuts. In many instances you can also navigate from one module to "related" data in other modules (e.g. while viewing a borrower, you can see their historical issues in history with a click of a button).
Take some time to learn the shortcuts for the main functions and modules and then when you are comfortable with those, learn a few more.
Use the following keyboard shortcuts from virtually anywhere to:
|Function||Windows Shortcut||Mac Shortcut|
|Main Menu||CTRL 1||command 1|
|Search||CTRL 2||command 2|
|Issue||CTRL 3||command 3|
|Return||CTRL 4||command 4|
|Extend||CTRL 5||command 5|
|Check||CTRL 6||command 6|
When you are not editing text in an Athenaeum field (that is, you are not typing something), you can press the following keys to perform these functions.
|1||Menu (go here if you are lost)|
|c||Catalogue: either Title or Copies list depending upon the setting in admin|
|d||When viewing the title or borrower lists, will take you to the detail view of the current record|
|n||Show navigation menu|
|p||catalogue coPies list|
|r||Catalogue archive list|
|t||Title list or Borrower types depending upon the setting in admin|
|u||Navigates to utility screens in some modules and the audit layouts when you are in the admin module|
|w||Resets the Athenaeum windows according to your preferences and tries to position them in line with the main window (this only works on the main menu and admin)|
At the top of most screens, the toolbars contain common buttons that execute or reveal relevant commands and functions for the current module. The toolbars are displayed in the modules current colour and may show fewer or more options.
From left to right, the common functions are
A fundamental concept in Athenaeum to reporting or manipulating large amounts of data is that of the found set.
The found set is merely the set of results from a find action; show related action or show all action. However, that result is then used to generate a report, print data, export to a spreadsheet, replace in bulk, bulk dispose or stock take, etc.
By finding different sets of data, you can use the same report function to produce different reports.
Most screens display details of the found set. There will be three or four numbers depending upon whether your Athenaeum is configured to use Libraries and whether you have selected a library.
For example, in the screen shot below, the library filter was set to the "McRobert Branch" and a search was performed for "people":
Those four numbers indicate, in turn:
Any time you perform a find or apply a filter, for example, those numbers will likely change.
one reason FileMaker did it this way is because if an attached document in the database is itself a FileMaker database, FileMaker Server would have otherwise tried to open that file along with the other files, which would lead to all sorts of mischief. So FileMaker Inc. designed FileMaker Server to not look more than two folder levels deep when looking for files to open. Confusing, but clever. ↩↩↩↩↩↩↩↩↩↩↩↩↩↩↩↩↩↩
the popular link that used to be in the navbar is now deprecated and replaced by the optional custom lists menu. If necessary, it can be re-instated with a "navbar=" or a custom "widget=" blog post. ↩↩↩↩↩
Just for fun, you can embed the web search on the desktop client search screen! ↩
you can configure this key to show the list of titles or the list of copies in admin ↩
you can configure this key to show borrower types instead in admin, if you wish ↩
the formulae are stored in Admin->Customisation->Calculations ↩
The borrower privilege does not define the item as “fiction”, “non-fiction”, etc. Rather it makes the statement: “when issuing this item, Athenaeum will count it as the specified type and compare it to the number of that type that the borrower is allowed” ↩
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