Customizing your work environment
After the login you will be presented with two windows that will allow you
to select the families you will be working with and the default collection id
that you will be using. This will take only a few minutes each time the
system is started and you can change these settings at any time while using
1. Tracy will show the screen which allows you to Pick
Families for use in the Drop down Lists. You may choose any number of families.
You can pick a single family by double-clicking on it, dragging and dropping
it, or highlighting it and hitting the ">" button. You can hold the shift
key down and select a block of families to move, or you can click the ">>"
button to have all the families available (this is often the easiest). Families
may be removed from the loaded list by double clicking on them, dragging and
dropping them back in the "pick-from" list, or highlighting them and hitting
the "<" button. The "<<" button will clear the loaded
list. When you are satisfied with your list, click "OK".
2. The screen now shows the Set Default Collection
ID screen. When you select a default collection by clicking it and hitting
"OK", Tracy will automatically add this to each record you enter. You
may chose not to specify a default collection, but then you will have
to add the collection ID to each record individually. At this point, you may
also specify a new default collection if the one you want is not on the list.
(It will be possible to change the collection default during an input session,
so don't feel you are committing yourself irrevocably.)
At this point the application will start. You will see four windows on
If you choose, you can now change settings via the Tracy window (which
will appear as a narrow horizontal bar at the top of the screen).
The operations the Tracy window provides are:
This is primarily a menu bar for accessing the configurable portions of the
This window gives you a view of the current record.
The Find window allows you to set constraints for searching the database.
Results from Find operations are shown here. You may click on any line
in this window and the corresponding record will appear in the Edit window.
1. Opening the System menu will give you the
option to exit or to go back to the log-in screen--this allows a change of operators
without shutting down the system.
2. The Options menu will let you do a number
3. The Export menu will let you dump your database to a delimited ascii
file or to a plain text file.
4. Finally the Windows menu will allow you to show and hide the various
windows that make up tracy as well as allow you to force the windows to redraw
themselves if needed. See the Edit and Find displays
- You can load drop down lists with taxa--This
gives the same menu as at startup, so you can change your preferences at any
- You can select default collection ID--This
gives the same menu as at startup, so you can change your default at any time.
- You can have the system automatically open the drop down lists-- So
as you move to each text box in each of the panels in the Edit Record and
Find windows the drop down list will open so you do not have to open them
with the mouse or with the Alt-DownArrow key combination..
- You can change
the Edit and Find displays--This feature allows you to chose which
fields will be shown in the Edit window and the Find window. Check any or
all of the features you want, hit the update forms button, then exit.
- You can change
the Results display--You can select the fields you want shown as the
result of a search and the order in which they are displayed. To add a field,
double-click on it, drag and drop it, or highlight it and use the >
key. Fields can be removed from the "display" list by double-clicking them,
dragging and dropping them, or highlighting them and hitting the < arrow.
The >> key will cause all the fields to be shown in the results display,
and the << key will clear all items except the accession number
and collection ID (these are required). You can arrange the fields by dragging
and dropping them within the "display" list. When you are satisfied, hit "OK".
(You can come back and change this at any time.)
- You can edit
the lookup tables--This choice will open a dialog box that give you
access to the data tables used for filling in the various drop down lists
in the system. You can edit the following lists via this option:
Be very careful with this control. Most changes cannot be undone and if
you delete something it is GONE. Generally, you should backup your data
before using this control.