student manager catalog builder an aceware webinar
TRANSCRIPT
Student Manager
Catalog Builder
An ACEware Webinar
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We plan to focus on . . .
• The Catalog Builder can– Provide course descriptions– Define Pre-Requisites.. And “See Also”– Exporting descriptions for catalog
building– Create chunks of text for use in reports
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And while the Catalog Builder can do the
following, we won’t discuss them here:
•Edit email templates•Help Manage Course Proposals
•Handle course benefits, materials, contact information, etc.
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Let’s start by adding a new Course Description
Record
File / New / Catalog Entry / Catalog Code
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Catalog Code Main Screen
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Catalog Code Main Screen
The Code field is a ten-digit field that usually has a correlation to the
course number, but does not have to be an exact duplicate of the course
number. In our example the ACE101 is part of the course number
08WACE010A
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Catalog Code Main Screen
For the benefit of ACEweb users, the “Publish on Web” button gives the page permission to place the description on
the appropriate web page.
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Catalog Code Main Screen
The subject code for the entry. Subject Code ties back to the course table
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Catalog Code Main Screen
Name – catalog record name. For example, if it is a course/workshop
description, this would be the name of the course/workshop.
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Catalog Code Main Screen
Description (Main) – course description field that holds plain text
(special formatting cannot be applied to text i.e. bold, underline, etc.) up to
64,000 characters in length. You may include paragraphs of information.
(NOTE: If you have copy in Word or on an existing web page, you may COPY
text from an other source and PASTE it into the description box)
But Chuck,
what does
it do?
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Now that we’ve created a code, let’s create a course
using the code.
View CoursesDisplays every course tied to this description
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Now that we’ve created a code, let’s create a course
using the code.
Clone EntryCreates an exact duplicate of the Code Description but forces a change to the
Catalog Code
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Now that we’ve created a code, let’s create a course
using the code.
The handy button labeled“Create Course”
Takes you to a new, blank course screen
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Note that Student Manager fills in
•Part of the Course Code
•Title
•Subject Code
•Catalog Code
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By clicking on the Description button, anyone unfamiliar with the course can get quick information.
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If you have ACEweb, you may create a Secondary Description using HTML formatting. If the Secondary Description is empty, ACEweb will use the Primary Description. (by using HTML for web descriptions, you can increases legibility, retention and it looks down right terrific!)
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Most important . . . You can build your catalog!Begin by
choosing Reports,Courses,Generate
Catalog Copy
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The Catalog Builder screen appears
Click“Export to file”
Then click theOK button
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The Query Screen will appear
If exporting information for an entire term, click the
“Course Code Begins with”Option, or create a custom query
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•Provide the course code information
•Answer the three questions regarding instructor phone numbers and fees (for the first pass, we recommend answering “No”)
Be patient, you’re getting close!
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Which brings you to theExport Data Selector
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Highlight the fields you want to use
Move them to the Fields to Export
box by clicking the right arrow
OR, just double click on a field.. To move it to the
“Fields to Export” column
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Select one of the DBF choices. Your choice must be DBF since only those file types will handle
Memo fields.
Last, clickExport
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Export Format
NOTE:There are three different
DBF formats.You may have to
experiment to find the correct version for your
Word filters.
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Specify a file location
Enter a file name and click SAVE
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Now you’re ready to use your file (using mail merge in Word, or an Adobe
product) to construct your catalog.
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Once in Word . . .
•Tools / Letters and Mailings / Mail Merge
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Task Pane
Choose Directory as your document type
then click Next for step 2
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Task Pane
Use the current document
then click Next for step 3.
(Once you’ve created a template, you may reuse it for future
catalogs.)
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Task Pane
Select Use an existing list. (The list is the exported catalog file from Student
Manager.)
Then click Browse to select your file
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Match up Data Source
You must find the
matching import
filter for your
version of Word
Depending on your version of word and what data filters you may have installed, you may have to experiment with the combination of DBF export type and Data Source Filter.
TIP: For office 2003, the Foxpro Files Word via ODBC works with the default DBF export ( DBF (vfp) )
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Task Pane
The resulting list is your
catalog export (Note: You may
remove records if you wish using the check boxes.)
Otherwise, click Select All
and OK.
You may also sort the records by dbl-clicking on the label header of
the column
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Task Pane
Clicking “More Items” brings up a list of Merge
Fields
Place the fields in your document by selecting the field name and clicking Insert. Then you simply move fields
around to format the template to your specifications
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Task Pane
Sample of fields with formatting
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Task Pane
Step 5 allows you to preview your information. Don’t like what you see? Use the Previous option to return to the formatting screen.
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Task Pane
The final step, step 6, allows you to print, edit individual entries, or save the resulting merged file.
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Using Catalog Builder to generate
Text Fields in Reports
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To begin . . .
File / New / Catalog Entry / Memo Text
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1. Enter a code name for your template2. Enter the body of the letter3. Click SAVE
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• Once you've created your letter body, you're ready to insert it into a report using a report function called GetMemo.
• Open the report in modify mode.• Fill in the expression box and select
“Stretch with overflow”
Stretch with overflow
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There’s always a few rules
• Advantages– Memo text fields group more text than
report text fields allow– It’s easy to change margins & content
• Disadvantages– No special text formatting is allowed (no
bold, italic, underline, etc.)– Merge fields can not be used in the
same report as memo text fields.