Fundamental changes can be made to each catalog by modifying its settings. These settings have no effect on catalogs other than on the one for which they are set. It’s important to consider a catalog’s settings when the catalog is new, before you add records to it.
PRECONDITIONS: To modify a catalog’s settings, you must have the appropriate Administrator permissions (Permissions > Administrator Permissions > Modify Catalog Settings.) To view a catalog’s settings, you must have the appropriate Administrator permissions (Permissions >Administrator Permissions > View Catalog Settings.)
To access the settings of a catalog:
1. Make sure the collection window containing the catalog is the active window in Cumulus. If you have more than one catalog opened in the active collection window, the Catalog Settings window provides a list from which you can select the catalog you want to modify.
2. Select Cumulus / Edit > Preferences.
3. Click Catalog Settings.
The Catalog Settings window is displayed. If the active collection window contains more than one catalog, select the catalog you want to modify under Catalog.
The settings for the selected catalog are displayed in the Catalog Settings window.
The Catalog Settings allows to precisely configure the settings for a catalog. The available options are divided into the following sections:
• General – Catalog location and name, sharing options and options on a central location for the assets.
• Record Fields – Displays the record fields that the catalog contains. You can add or delete fields and customize selected fields. This allows you to organize the information that can be stored on an asset in its record. Remember, metadata retrieved from assets while cataloging can only be stored if the corresponding record fields are included in the catalog.
• Category Fields – Displays the category fields that the catalog contains. You can add or delete fields and customize the fields.
• Relations – Displays the asset relation types available with the catalog. You can edit, add and remove relation types.
• Mirroring – Displays the current mirroring settings for the catalog. You can activate mirroring and define the database that serves as the mirror. (For more information on mirroring, see “Database Mirroring” .)
• Workflows – Display the workflows available with the catalog. You can add workflows stored at the Cumulus Server, update workflows that have been modified at the Cumulus Server, and remove workflows from the catalog.
• Permissions Summary – Shows what permissions each user or role has for the catalog. You can only view the information, for editing you have to employ the User Manager of the Server Console.
Additionally, the Catalog Settings window provides buttons for saving the settings of the current catalog as a catalog template, and for copying permissions and triggers from another catalog to the currently selected one.