Folio Help PDF

1
Folio Help PDF
Page 2 What is Folio Views?
Page 6 What to Do and Not Do when first using Folio Views
Page 8 Using the Folio Views Help System
Folio Help PDF
2
What is Folio Views?
The PEP CD Archive consists of the journal text and graphics, rekeyed into XML, and
then processed into an information database (infobase). The search engine you use to
access that infobase is a commercial application called Folio Views.
Folio Views is the premier information database (infobase) application (InfoApp)
developed by NextPage Corporation. This application enables organizations and
information publishers to provide accurate, timely information to their users in a
searchable, personalizable format -- the Folioinfobase. Things such as collaborating on
a common document, adding information in real-time to keep updated customer support
records, adding and storing personal annotations or adding links and multimedia objects
to your information are all made possible with Folio Views. These features, unique to
Folio Infobase Technology, provide organizations that depend on information a
significant competitive advantage and provide publishers who disseminate information a
robust platform for distribution.
Understanding the Default Views
A view is a way of looking at information. Depending on what you are doing in an
infobase, you may need to look at the information in different ways. To facilitate this,
Folio Views provides six different views of an infobase.
Each view contains one or more panes. Each pane presents a type of infobase data. The
Document pane displays the body of the infobase -- the text, objects, links, highlighters,
and other data stored in an infobase. The Contents pane displays a dynamic table of
contents (bibliography) for the infobase. The Ranking pane displays search results after a
query is performed. The Title or Reference Window pane is always connected to the top
of the Document pane -- it displays the path to the current information (such as Volume
1-Biology, Chapter 12, The Life Cycle of Amphibians).
The default views are all listed on tabs at the bottom of the infobase window. To change
the view of an infobase, click on a tab.
The six views are:
All Displays the Bibliography, Document, Reference Window,
and Ranked List panes. Use this view when searching the
infobase or when you need to see all of the related
information at once.
Search Displays the Document and Ranked List window panes. Use
Folio Help PDF
3
this view when you are searching to find the most relevant
information. (The Ranked List can help you identify the
most relevant sections in the infobase to begin reading once
your search is completed.)
Browse Displays the Bibliography, Document, and Reference
Window panes. Use this view when you are browsing the
infobase for information: it gives you the best access to the
Bibliography References while maximizing the space
allocated for the infobase text.
Document Displays Document and Reference Window panes. Use this
view when you need as much of the body of the infobase on
the screen as possible.
Bibliography Displays only the Bibliography pane. Use this view when
you are navigating or scanning the table of contents and
need to see the full name of the headings in the Bibliography
(Double-clicking on a heading in the Bibliography view
takes you to the appropriate section in the Document view.)
Ranking Displays only the Ranked List pane. Use this view after
performing a search to view as many references in the hit list
as possible. (Double-clicking on a reference in the Ranked
List takes you to the appropriate section in the Document
view.)
Graphic
It shows the last zoomed graphic
Following Links
Links are "hot zones" usually colored text that take you to or display related information.
When you activate a link, you are taken to the related information.
Links are provided by infobase publishers, such as PEP, to help you find key information
quickly. Links are often used at the beginning of an infobase to take you to major
sections in the infobase and within the infobase as cross references to related sections.
Anything in an infobase may be a link. Usually, links are colored and underlined text or a
graphical button. To see if an area of text or a graphic is a link, move the mouse over it.
When the mouse is over a link, the cursor changes to a small hand -- To follow a link,
click the link or press Ctrl+ENTER. To return from a followed link, choose Go Back
from the Search menu. Otherwise, press ESC or choose Close from the File menu (the
way you return from a link depends on the type of link you have followed).
As an infobase user, you may create your own links within an infobase. For more
information on creating and using links, see Study Aids in the Index or look up the
reference to links in the Folio Views Help database (by pressing F1 when in Folio
Views.)
Folio Help PDF
4
Searching for Information
If you know what you are looking for in an infobase, the fastest way to find it is by
searching for it. The greatest strength of an infobase is its searchability. Every word in an
infobase is indexed for rapid retrieval and you can generally find what you are looking
for as fast as you can type a few keywords.
There are many ways to search for information in an infobase. The method you choose
will depend on the amount of control you want to have over the search and how broad
you wish the search to be.
The simplest search uses the Query dialog. Using custom query templates provided with
an infobase is a close second. The most control over a search is provided through the
Advanced Query dialog. For more information, refer to the appropriate section in Folio
Views Help (by pressing F1 in Views).
Query or Search
The Query dialog allows you to use natural language to search for terms. You do not
need to know any query syntax, you simply need to know what you want to find. As an
added benefit, the information located by the query is ranked in the Ranking (Ranked
List) pane: the most relevant information is listed first, the least relevant information is
listed last. Double-click on a heading in the Ranked List to go directly to the information
in the infobase.
Browsing for Information
Use the personalization tools to help you remember and find key pieces of information
and to annotate the infobase when necessary. The personalization tools include Notes,
Highlighters, and Bookmarks.
Notes allow you to place comments about a paragraph or section of the infobase in the
margin of the infobase. Notes appear as small "sticky note" icons in the left margin
(double-clicking a note opens it for reading or editing). New notes may be added to any
paragraph in an infobase.
Highlighters allow you to mark passages in the infobase you want to remember. J ust as
you may have used a highlight pen in school to mark up your books, so can you use an
electronic highlighter to mark up infobases. Electronic highlighters, however, have
several distinct advantages over their paper-based counterparts: they may be named for
easy reference, searched to find specific information you have marked, and formatted
with any of the standard character attributes available in an infobase (including
foreground and background colors, fonts, and effects).
Folio Help PDF
5
Bookmarks allow you to pinpoint locations in an infobase you may want to return to
later. Like highlighters, bookmarks may be named for easy reference; they may also be
moved from place to place in the infobase. Because they are unobtrusive, you may have
as many bookmarks in an infobase as you need.
For additional information please refer to the appropriate section in the reference on
Bookmarks Highlighters and Notes in Folio Views Help.
Folio Help PDF
6
What to Do and Not Do when first using Folio Views
There are many ways in which you can customize the way Folio Views works for you.
Details are given in Folio Help - accessed by pressing F1 when running Folio Views.
Don't:
Attempt to start PEP program except by using Start -->Programs-->PEP ArchiveCD1v3 or from a
desktop icon. Make sure you use by correct version of PEP by eliminating all previous versions.
Attempt to do any customization and changing of your settings menu, until you have understood the
implications.

Specifically, do not at this stage attempt to use the menu items accessed from the View
Menu or the Settings Menu on the Menu Bar or the icons.
The icons are for use in association with Study Aids.
Place a check or tick in any of the boxes marked "Checked branches" until you have understood the
implications.
Folio designed the Checked Branches and Print By Section features to interact, so that
you can quickly print any articles you check in the Bibliography pane. Unfortunately,
when you check articles (sections) in the Print dialog, this also carries back to the
bibliography.
The problem is that even if you are not using the Checked Branches feature for searching,
once you print a specific article using this feature, it is still carried over to the
Folio Help PDF
7
bibliography list. And the search dialogs and the ranked search area of the search toolbar
automatically limit the search to the selected articles whenever any checked branches
exist.
Compounding the issue, there is a bug (part of Folio Views) in the refresh of the
bibliography list when you return from the print dialog, such that the changes to checked
branches in the print dialog are not reflected in the bibliography pane. That means that
after returning from the Print dialog, you won't see the checked articles (branches), but
they will actually be in effect for your next search, unless you clear them search.
This is how to overcome this problem if you have used checked branches and want to
escape its grip:
Any time you print using checked sections, when you return to the main window, you
must CLEAR your selections using the Edit menu option "Clear All Checks" (or right
click on the Bibliography pane of any tab and select "Clear All Checks")
Do:
Say "Yes" when you are asked to save the file when exiting from Folio Views if you have added any
bookmarks, notes, or highlights.
Occasionally click the "Save" icon. This saves your settings, search lists, notes, highlighters, etc.
(You do not need to save the basic information on CD-ROM, which is permanent)
Folio Help PDF
8
Using the Folio Views Help System
Folio Views has its own excellent and comprehensive help documentation this can only
be accessed through using the Folio Views program so in order to be able to use it, you
must first become familiar with using the program, hence the PEP-Help Manual.
If you have read the PEP-Help Manual, worked through some of our tutorials and
become familiar with the program then you are ready to use the Folio Help
documentation. Depending on the type of installation process, the PEP-Help
documentation will be available on hard disc drive, if you did a full install, on the CD if
you did a partial install, and on your Network server if you are a network user.
Accessing Help
Once you have Folio Views running there are four primary methods for accessing
Folio Help:
1. Press F1. Help on the current dialog or menu item appears. Use this method for quick
help on a specific item or to open Help before performing a search.
2. Choose Contents from the Help menu. The contents listing for Help appears. Use this
method to browse for the information you need.
3. Choose "How Do I?" from the Help menu. The "How Do I?" list appears. Use this
method when you want a topical listing of tasks that you can perform in Folio Views.
4. Open the FOLIOHLP.NFO infobase in Folio Views. Click on the Contents button to
go to the contents listing, search this infobase using the query templates, or browse the
infobase using the Contents pane. Use this method when you want to take full advantage
of the Folio Views interface while using the help file.
What to do Next
Here are a number of steps to help you use the Folio Help infobase.
Folio Help PDF
9
After you have pressed F1, maximize the Folio Help window by clicking on the maximize button
on the Folio Help Title bar.
Maximize the Folio 4 Infobase window by clicking on the maximize button on the Folio Help
window Title bar.
Click on the Tab. Your screen will look like this
Double-click on the top title : Folio 4.2 Help Infobase.
Click on a topic or scroll through the text
To close Help, choose Exit from the File menu. Folio Help will close; Folio Views will remain open.
Finding a Topic In Help
The Help infobase is organised to help you find information several different ways.
Folio Help PDF
10
Use the Contents List for a high-level overview of the infobase. Follow the links
in the Contents list to topics that you need assistance on.
Use the Application Overviews (available from the Contents list) to quickly review the purpose
and primary options of any of the included applications (such as Folio Views).
Use the How Do I list to locate information on common tasks that you may perform in Folio
Views. The How Do I list is organised topically, with tasks listed beneath the topics.
Use the Contents pane to locate specific information on all standard menu items. Expand the
heading for an item (such as the Folio Views reference) by double-clicking on the to show
additional information. When you locate the information you need, double-click the heading in the
table of contents to go there. View the Contents pane by choosing the Browse tab or the Contents
tab at the bottom of the window.
Use the PEP customized dialogs easily accessed by selecting the following icons:

With these different custom templaces, you can have alternative ways of searching
the infobase and focus on the information you need. The PEP custom dialogs are located
on the Toolbar at the top of your screen. .
Use the Query dialog to search the infobase. This dialog allows you to enter
natural-language style queries without understanding the Folio Views query
syntax. It has the added benefit of ranking the information that it finds in the Hit
List pane (choose the All tab or the Hit List tab at the bottom of the window to
view the Hit List). Choose Query from the Search menu to access this dialog.
Use the Advanced Query dialog to search the infobase. This dialog provides the most freedom in
how you construct your searches, but requires that you understand the Folio Views query syntax.
Choose Advanced Query from the Search menu to access this dialog.
Press B to return to previous text or Topic
Press C for Contents