With staff working from home, many institutions are prioritizing data quality projects. Originally presented at Collective Imagination 2012, this presentation has been updated to reflect changes to The Museum System (TMS), and the availability of new low-cost or free tools. It provides insights into how to prevent, clean, and monitor data quality, with techniques for power users, system administrators, and SQL experts alike.
Presented as a webinar for Gallery Systems. 16 June 2020.
Category: The Museum System
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How Clean is your Database?
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Building Dynamic Reports for TMS with Crystal Reports
Like many other institutions, The Morgan Library and Museum utilizes TMS to generate reports using templates prepared in Crystal Reports. But the reports and forms we desire most – loan agreements, condition reports, and exhibition checklists – need to be highly dynamic. Instead of typesetting each block of text or every checkbox, the Morgan leverages Crystal Reports’ powerful capabilities to make reports dynamic, flexible and easy to maintain. This presentation dissects some of our most complicated reports to look at the underlying structures and formulae.
Presented at Collective Imagination. 6-8 December 2017, Los Angeles, CA.
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Presented as a webinar for Gallery Systems. 25 April 2018. -
Quick, Hide the Money!
When preparing for training sessions, it is a good idea to elevate your users’ permissions so that they can fully participate in training. However, this can expose users to highly sensitive information – such as valuations – that they would not otherwise have access to. This makes it necessary to hide the money.
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Auditing User Security Profiles
Once you have conceptualized and named your security groups and created them in the Database Configuration tool, it’s time to apply them to your userbase, and apply them consistently. Here is a Crystal Report that you can use to see users organized by security group and department. It’s a useful tool for being able to compare users and their permissions as you begin to right-sizing their security profiles. (more…)
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Naming Convention for Security Groups
Setting up appropriate security groups for your TMS instance is an important, and often overlooked, function of the system administrator. I have heard of many institutions that operate TMS using only the default groups, meaning that every user has system administrator privileges. Setting up security groups is more tedium than anything else; but requires two pre-requisites: conceptualizing your security groups and settling on a naming convention.
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