The top Toolbar

Record	Button	Keyboard shortcut	Description
First		CTRL+F6	Move to the first record in the current list of records.
Previous		F6	Move to the previous record in the current list of records.
Next		F5	Move to the next record in the current list of records.
Last		CTRL+F5	Move to the last record in the current list of records.

As you move through a list of records the current record The record currently displayed in Record details View or highlighted (with a solid background) in Result set View or Gallery View for instance. in each View is always the same (the current record in Result set View is the record displayed in Record details View for instance).

See Display and navigate records for more details.

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Records returned by a search; retrieved from a saved search; newly created; following the import of records, etc. can be viewed in a table of one or more columns:

• Each row holds a record.
• Each column is a field in the record (a subset of fields is used).
• Each row includes a checkbox that allows a record to be marked (checked). Marked records can then be processed in a range of ways (e.g. exported, saved as a group).

For each data source a default set of columns is specified. It is possible to add / remove columns by selecting the Settings button in the Result set View Toolbar.

Details here.

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A record selected in one of the other views (Result set, Gallery, Related records, Hierarchy browser) will display in Record details View. This View opens by default when creating a new record.

All available details for a record display in a series of panels. For example, a record in Persons and institutions typically has six panels:

Each panel contains related fields grouped under a heading. On the Identification panel we find four groups of fields:

• Authorised form of name
• Other forms of name
• Person's name elements
• Source(s) and other information about the record

At the lowest level each of these groups consists of one or more fields. For example, the Authorised form of name group consists of four fields:

For each data source The management of a collection can involve a vast amount of information about objects / items / books, people and organizations, events, administration and more. This information is stored as records in data sources. Each data source stores a specific type of information: details about collection items, people, events, loans, and so on. a default set of panels is specified. It is possible to add / remove panels by selecting the Settings button in the Record details View toolbar.

Details here.

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A related record is either one that the current record links to:

• Record A is the current record (we call this the source) and it links to Record B (we call this the target)

or that links to the current record:

• Record B (the target) is the current record and it is linked from Record A (the source).

In Related records View records are grouped by data source The management of a collection can involve a vast amount of information about objects / items / books, people and organizations, events, administration and more. This information is stored as records in data sources. Each data source stores a specific type of information: details about collection items, people, events, loans, and so on..

This View does not list every record linked from or to the current record: it only lists records for which a relation has been defined by your Application Administrator.

It is possible to add / remove relations from the View by selecting the Settings button in the Related records View Toolbar.

This View is only available in the Toolbar if one or more relations have been configured.

Details here.

More details

• See Linking records: an overview for details about how records are linked together, including an explanation of forward and reverse relations.

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