How does Cumulus Display Relations between Assets?
In a split view: an additional pane can be opened up below the Record pane. The additional pane displays the records that are related to the record selected in the main Record pane. How the assets of the additional pane are related to the selected record is determined by the display option that is set for the additional pane.
So, having related assets displayed is as easy as: select a record, open up a sub-pane and select what you want to see in it.
You can select multiple assets in the upper pane and you can open up multiple sub-panes. Each sub-pane will display those assets that are related to the selection in its upper pane. How they are related is determined by the selected display option.If the selection in the upper pane changes, the content of the sub-pane is synchronized. It changes simultaneously.
To open up a new sub-pane: Click the button of the current sub-pane. To close a sub-pane: Click the button of the pane. To refresh the display of a sub-pane: Click the button of the pane.
TIP: Resizing Panes
You can resize the panes by pressing the ALT / Option key and dragging the split bar. (Just clicking the split bar will resize the main pane and the sub-pane of the dragged split bar only.) Collapsing: Pressing the ALT / Option key and double-clicking in a pane’s statusbar will collapse the pane so that the statusbar only is displayed and the pane above will fill the area. (Just double-clicking lets the pane above remain its size and the main pane will be enlarged.) A double-click on the statusbar of the main pane (topmost pane) will collapse all panes below. Expanding: Pressing thethe ALT / Option key and double-clicking in a collapsed pane’s statusbar will expand the pane again – using space from the above pane. (If you just click it – without the ALT / Option key – the pane will be expanded using space from the main window.) A double-click on the statusbar of the collapsed main pane will expand all panes below. Minimizing: Double-clicking a pane’s split bar minimizes the pane or resizes it again.
For each pane you can choose the view, the sorting direction and an option for the content to be displayed. How the displayed assets are related to the asset selected in the upper pane is chosen from a menu that offers the following options by default:
RELATION TYPE
Display options are:
0
Selected Asset
1
Contained Pages/Slides
Contained Assets
Container Asset
2
All Referenced Assets
Referencing Documents
Referencing Pages/Slides
3
All Variants
Variant Source
Top Level Variant Source
4
– All Alternates
– Preferred Alternates
5
– Assets Assigned to the Same Categories – Assets Assigned to at least One Same Category
The list options can be renamed, configured and assigned to specific users. The list options are configured via Sub-Pane Filter definitions. So you can customize it in wording and include search strategies for individual tasks. Sub-Pane are created and edited in the Preference dialog window ( Cumulus / Edit > Preferences> Sub-Pane Filters.) For details on how to set up a Sub-Pane Filter, see “Sub-Pane Filters” . The availability of Sub-Pane Filters for users is defined with the User Manager in the each user’s properties.
You can get information on the different relations of an asset in the Info view or Asset Info window. If the fields Related Sub Assets and Related Master Assets are added to the corresponding view settings (and given more than 1 line), for each type of relation a tab is provided that displays the names of the related assets.
What Else do You Need to Know?
In the split view, Cumulus can only display related assets that are cataloged to the same catalog as the one selected. That’s why it is recommended that you use a simple collection and not a multi-catalog collection when your work includes the relation aspect.
Display of Master Assets Only
You don’t want to see any contained or referenced assets in the main pane? You want to see only the preferred alternate and not the others? Cumulus can help you. It provides a special display option for the main Record pane. You can have records of ’master assets’ displayed only. What are ’master assets’?
A ’master asset’ is defined by:
• not contained in any other
• not a variant of
• preferred alternate or no alternate of
The main Record pane provides the button that lets the main pane display records of master assets only. If you activate this button, your current collection will be filtered and only the master assets of the collection are displayed. Further search results will only display master assets. If you deactivate the button, your collection remains in its ’filtered’ version but further search results will display all matching assets again – whether they are master assets or not.
SPECIAL TECH INFO: Master Only button
The button can be activated only if the Related Master Assets field is indexed for Contain Search. Reason: The search that is started by this button checks the contents of the Related Master Assets field. NOTE for Migration: The field Related Master Assets must be included in the catalog(s) and indexed for Contain-Searching.