PHRASEANET

Release 3.8

QUIC K
STAR T
GUIDE

For more information, please visit our online documentation

https://docs.phraseanet.com

TABLE OF CONTENTS
1 LOG IN
2 PHRASEANET MENU
3 PROD INTERFACE
4 UPLOAD
5 A FEW MORE FEATURES
6 OTHER MODULES

1 - LOG IN
Open a new page in your web browser and enter
the Phraseanet website address.
-The Phraseanet homepage opens.
-Select your language, enter your login and password.
Click on the Login button.

2 - PHRASEANET MENU
The Phraseanet interfaces are accessible from the top Menu (permanently displayed). On the right side, you will
also find the Notifications, the User Account information and Help buttons.

...
Phraseanet displays the Production interface by default (or the last used interface).

Note : Phraseanet interfaces and functions are displayed according to users rights. If he doesnt have the right,
the user wont see the function. Please also note that the Lightbox interface will appear in the menu only if
baskets or feedbacks have already been sent or received.
: Click on the arrow to open a local popup menu with available functions (example : add a document to the
basket, export, share...)
: Resizes the workspaces

3 - PROD INTERFACE
SEARCH, DISPLAY, EDIT

1
4

1 SEARCH
Enter a keyword to find documents
( standard or advanced search )

2 RESULTS
Displays documents from a search

3 WORKZONE
Three tabs. The first one is the Baskets and Stories. The two others are
the Proposals and the Thesaurus.

4 ACTION BAR
To perform actions on documents : Export, Edit, Push, Tools, Delete,...

Experience keyboard shortcuts (most of them are

1 SEARCH

standard, such as Ctrl+a to select all documents

Full Text & Thesaurus Search Engine Search History

from a page).

Search on Documents or Stories

Phraseanet supports its own operators : All (displays

all content), Last (with value precision, example :
last 100 will display your last 100 documents), then
click on Search.
Phraseanet supports boolean operators : and, or,
without...
Or

type

any

keyword

and

click

on

Search.

Tips : To select documents from several pages :

Select documents from one page, then move to
next page, press Alt+click on the documents to
select. (the number of selected files increases).
Roll over thumbnails and icons to read caption, view
file info and subviews.
To display the Detailed View (including the caption,

Advanced

Search

Filter

on

collections

Refine the search : Filter on date, field, status...

Click on the wheel

to display the Advanced Search

(Refine your search : select the collections, apply

the timeline and the document popularity) and view

filters : date, status...).

to which basket/story this document belongs, double

click on the thumbnail.

2 RESULTS
This zone displays your documents

Documents can be displayed as thumbnails or list

(Display mode to choose in Settings).
Select documents from mosaic or list view with a
simple click on thumbnails, make multiple slection
shift+click (continuous) or alt+click (discontinue).
Click on Settings to change the size of thumbnails, the
number of results per page or the selection color...

3 WORKZONE
Three tabs : Baskets and Stories, the Proposals, the
Thesaurus.

NB : This workzone is retractable (icon circled in red)..

The Baskets and Stories

The Stories tabs are blue; The Baskets are grey
(yellow, for new, unopened ones). Click on the title of
the basket to open or close.

NB : A basket may be unstored (click on the star).

The Proposals
The icon changes colors

when new proposals

appear (when a search has been made).

The Thesaurus
Caption :

For more information, please refer to the user

You have received a Feedback request

documentation.

You have sent a Feedback request

4 ACTION BAR

A Basket has been received

Popup menu to perform actions on stories (such

To perform actions on documents

as : export, edit, release from basket zone...) and

baskets (export, edit, archive...).

Select documents from the Results zone and click on

the icon allowing to perform the action.

How to create a new Basket/Story :

To create a basket : Click on the arrow of the basket
tab menu and choose New. To create a story, choose
New story.

Among the available functions : export, print, edit,

properties, move, Push, Bridge, publish, tools, delete...
An Overlay window opens. Press Esc to cancel and
go back to the Results..

How to add documents to a basket :

Select one or several documents from the Results
zone and add them when creating a basket, or drag
and drop the documents in the basket if already
created.
How to perform an action on a basket :
Select one or several documents from the basket
and perform the action using the arrow (see below) :
export, edit, open in Ligthbox, archive...

An example : To send documents to one or several

user(s), use the Push or Feedback functions.
Push : to send documents (with or without
the right to download)
Feedback : to send documents and ask for
validation (Yes/No). Rights may be given to the

Note: Stories have their own caption and can be

searched (select Stories instead of Documents
in the Search zone), contrary to a basket.

Baskets may be archived. Choose Archive. An

users : download documents, comment, and/or

see others choices.

NB : A List Manager allows to add, save and

share users list

archived basket disappears from the Workzone. It can

be stored to be used later, without obstructing the
space for actual baskets. To go to the Basket Archive
zone, click on the menu of the Basket tab and choose
Browse Baskets.

.Notifications warn the user in real time about new

publications, received baskets, feedbacks...
To edit your user profile, click on the login.

2 - THE QUARANTINE
A document entering the database is colored in green,
the quarantine in red.
For each file, the user may read the reason why it
entered into the quarantine :
-A document can be a duplicate

4 - UPLOAD
Click on Upload. An Overlay window opens. Two tabs
are displayed :
-The left tab Add, to import documents
-The right tab the Quarantine, where are pending the

-Or it may not be compliant with elligibility terms

(formats, colorimetry, sizes...).
For each document, the user can : Add, Delete or
Substitute the current document (left side) to the
document already existing in the database (preview
on the right side).

non compliant documents.

1 - ADD DOCUMENTS
1. Click on Select files. Once chosen, thumbnails are
being displayed (bottom).

5 - A FEW MORE
FEATURES
2. Choose a collection

Export : Download documents to a workstation or send

3. Apply a status or more (optional)

by email to recipients who will receive a download link.

4. The user may eventually re-order the documents

(use the drag & drop), he also can remove one or

Edit : Index documents, compare existing keywords

more images from the Upload list (Click on the Cancel

from multivalued fields, use thesaurus (if active) or

Button below each thumbnail) or Clear the entire list.

suggested values lists.

If not, click on Send.

5. Then, all files are being transferred to the Phraseanet

Properties :

database, all this can be viewed in real time on the right

documents. Used for workflow matters or access

side of the window ( Transmitted files ). A general

restrictions for documents.

Change the status on selected

progression bar, but also a progression bar for each

document, allow to follow the status of the transfer.

Move : Transfer documents from a collection to

another.

Push : To send documents to a user who can view and/

or download the documents, click on Push. To make a
Feedback request, click on Feedback. Recipients will
receive a link launching the Lightbox interface.

Bridge : Publish documents to Dailymotion, YouTube,

Flickr...

Print : Print selected documents (ex : as PDF).

Tools : Read all metadatas from file, rotate documents,

rebuild subviews, upload a substitution document.

Delete :

Delete documents and baskets from

database.

6 - OTHER
MODULES
Classic : Compliant with old web browsers, this
interface is mainly used to view documents.

Admin : Back office and user management

Thesaurus : Vocabulary control

Report : All statistics with detailed reports of activity,

per users, databases,...

For more information, please visit our online

documentation :

https://docs.phraseanet.com

[email protected]

ALCHEMY
30 place Saint Georges 75009 Paris Tel : 01 53 20 43 80 - Fax : 01 53 20 43 81
Web Site : www.alchemy.fr - E-mail : [email protected]