User Manual 2.0 2 User Manual 2.0 The joint research project TextGrid is funded by the German Federal Ministry of Education and Research (Bundesministerium für Bildung und Forschung, BMBF). This manual was created by Mayce Al Azawi, Yahya Al Hajj, Arno Bosse, Robert Casties, Julian Dabbert, Martin Haase, Celia Krause, Michael Leuk, Oliver Schmid, Kathleen Smith, Sibylle Söring, Frank Queens, Sabina Ulsamer, Philipp Vanscheidt and Thorsten Vitt. It was finished in May 2012. If you have any questions please feel free to contact us: Technical Support: [email protected] User Support and Feedback: [email protected] IRC Channel: http://webchat.freenode.net/?channels=textgrid Bug reports and feature requests may be created and monitored through our issue tracker https://develop.sub.uni-goettingen.de/jira/browse/TG. The current version of the developer and the user manual is available as a wiki on https://dev2.dariah.eu/wiki/display/TextGrid/Main+Page 3 Content 1 Introduction ............................................................................................................................. 8 1.1 Getting Started ................................................................................................................. 9 1.1.1 The Mission of TextGrid ............................................................................................ 9 1.1.2 Why use TextGrid? .................................................................................................... 9 1.1.3 Download ................................................................................................................ 11 1.1.4 Marketplace ............................................................................................................ 12 1.1.5 Account and Registration ........................................................................................ 12 1.1.6 Welcome Screen and Login ..................................................................................... 12 1.2 User Interface ................................................................................................................. 15 1.2.1 Bars .......................................................................................................................... 15 1.2.2 Perspectives and Editors ......................................................................................... 18 1.2.3 Views ....................................................................................................................... 18 1.2.4 Selection and Context Menu ................................................................................... 19 1.2.5 Shortcuts ................................................................................................................. 19 1.2.6 Preferences.............................................................................................................. 20 1.3 Search ............................................................................................................................. 22 1.3.1 Open the Search Perspective .................................................................................. 22 1.3.2 Search Perspective .................................................................................................. 22 1.3.3 Search View ............................................................................................................. 22 1.3.4 Search Results View................................................................................................. 24 1.4 Help ................................................................................................................................ 25 1.4.1 Static Help ............................................................................................................... 25 1.4.2 Dynamic Help .......................................................................................................... 27 2. Object Management and Administration ............................................................................ 28 2.1 Navigator ........................................................................................................................ 29 2.1.1 Open the Navigator ................................................................................................. 29 2.1.2 Navigator View ........................................................................................................ 29 2.1.3 Using the Navigator ................................................................................................. 31 2.1.4 Interaction of the Navigator with Other Components ........................................... 32 2.2 Project & User Management .......................................................................................... 34 2.2.1 Open the Project & User Management .................................................................. 34 2.2.2 Project & User Management Perspective ............................................................... 34 2.2.3 Navigator View as Part of the Project & User Management Perspective .............. 34 2.2.4 User Management View .......................................................................................... 35 2.2.5 Using the Project & User Management .................................................................. 35 4 User Manual 2.0 2.2.6 Interaction of the Project & User Management with Other Components ............. 36 2.3 Import ............................................................................................................................. 37 2.3.1 Open the Import Tool .............................................................................................. 37 2.3.2 Using the Import Tool.............................................................................................. 37 2.4 Export ............................................................................................................................. 40 2.4.1 Open the Export Tool .............................................................................................. 40 2.4.2 Using the Export Tool .............................................................................................. 40 2.5 Revisions and Locking Mechanism ................................................................................. 41 2.5.1 Using Revisions ........................................................................................................ 41 2.5.2 Interaction of Revisions with Other Components ................................................... 41 2.6 TextGrid Objects ............................................................................................................. 42 2.6.1 Objects ..................................................................................................................... 42 2.6.2 Items ........................................................................................................................ 42 2.6.3 Aggregations ............................................................................................................ 43 2.6.4 Works ...................................................................................................................... 43 2.6.5 Editions .................................................................................................................... 43 2.6.6 Collections ............................................................................................................... 43 2.6.7 References between Objects .................................................................................. 44 2.7 Aggregations Editor ........................................................................................................ 45 2.7.1 Open the Aggregations Editor ................................................................................. 45 2.7.2 Aggregations Editor View ........................................................................................ 45 2.7.3 Using the Aggregations Editor ................................................................................. 47 2.7.4 Interaction of the Aggregations Editor with Other Components ........................... 47 2.8 Metadata Editor ............................................................................................................. 48 2.8.1 Open the Metadata Editor ...................................................................................... 48 2.8.2 Metadata Editor View ............................................................................................. 49 2.8.3. Using the Metadata Editor ..................................................................................... 54 2.8.4 Interaction of the Metadata Editor with Other Components ................................. 54 2.9 Metadata Template Editor ............................................................................................. 55 2.9.1 Open the Metadata Template Editor ...................................................................... 55 2.9.2 Using the Metadata Template Editor ...................................................................... 55 2.9.3 Interaction of the Metadata Template Editor View with Other Components ....... 56 2.10 Publish .......................................................................................................................... 57 2.10.1 Open the Publish View .........................................................................................