Home

Collector`s Assistant for the Mac User Manual

image

Contents

1. import or export Select Import My Collections as shown below 68 a Nf Backup my collections Export my collections Import my Collections New Group gt Quarters New Collection gt Delete Selected Collection Delete existing collections Add coins to existing collections Import Collection Data Change User Preferences import Export Backup Collections a Hide this panel Importing collection data select either Delete Existing Collections or Add Coins to Existing Collections If you select Delete Existing Collections any collections references by the imported file will be deleted and completely replaced by the coins in the file If you select Add Coins to Existing Collections the coins in the file will be added and all existing data preserved click on Import Collection Data Other Considerations Since you may be replacing a substantial amount of data it is strongly recommended that you backup your existing installation BEFORE importing data It is generally best to keep things simple and establish a master relationship such 69 that one of your Collector s Assistants always serves as the primary data source and exports it out to other Collector s Assistant Use of multiple devices without a clear master can result in difficulty keeping things straight 70 Chapter 21 Troubleshooting Collector s Assistant has robust error handling intended to prevent unexpected system exits Sh
2. seconds It is recommended that you periodically click on Save All Changes if an autosave has not occurred recently and you have made a good number of changes This will assure that you do not lose data due to a software or hardware failure It is also recommended that you click on Save All Changes any time you leave the computer Collections and Collection Groups All of your coins are stored in collections which are intended to organize them into logical groupings that are easy to work with and consistent with how you collect In some instances you will have many collections and wish to further organize them into Collection Groups On installation the Collector s Assistant has one Collection Group named My Collections When you start the cataloguing of your collection it is a good idea to give some thought as to how you would like to organize it For example your collection might consist of a group of coin aloums which house individual coin types several boxes of certified coins and a container of silver bullion items as well as a separate collection of World Coins For such a collection you might create a Collection Group named Coin Albums and create a new collection for each album with a name that corresponds to the name on the album You might create a second collection group named Certified Coins with appropriate collections a third collection group named Other which contained collections named World Coins and
3. Quarters r New Collection gt Delete Selected Collection Export All Collections Change User Preferences import Export Backup Collections Hide this panel To export your collections e click on the Export All Collections button e the Finder will appear allowing you to select the folder in which the exported dat a file will be placed e navigate to the desired folder select it and click on Open The file CAAIICollectionsFromMac csv will be placed in the selected folder 62 Chapter 19 How to Back up your collections and customizations It is important to frequently backup your collections to assure you are protected against data loss Carlisle Development recommends a regular backup process with the following guidelines e Use a USB stick or flash drive as your primary backup media a typical stick could hold 100 backups e Always create a new folder for each backup keeping old backups this will provide the greatest protection against data loss in the event you are not immediately aware of a problem that has occurred e When creating a new folder for the backup use a meaningful and informative folder name such as BackupJun13 2013 this will enable you to quickly identify the most recent backup and also find older backups if needed e CD is not recommended as a backup device as data to a CD is typically buffered in local disk space and written to the CD on ejection In some cases improper ejection and or
4. Receipts Folder Edit Menu Enter the name of the file and select the desired destination and then click on Save KKESEEERESEESLAEEEE55EERAELEES E pore C 50 Chapter 16 Customizing the User Interface There are many ways to customize the appearance and behavior of the User Interface To do so you will want to display the User Preferences window by clicking on the button labeled Change User Preferences at the bottom of the Collector s Assistant controls area Collection Group Collection Collectibie Type O New Collection gt Po Delete Selected Collection User Settings Backup amp Data Sharing Change User Preferences Import Export Backup Collections Once displayed there are a variety of customizations you may make to the user interface 51 o 8 eo Choice List Editor Update User Preferences Window Sizes Collector Window The location and size of the Collector s Assistant window used to display the currently selected collection you are working with Database window The location and size of the standard Database window which appears allowing you to add items from one of our standard databases Colors Listing Background the color appearing in the background of the spreadsheet like presentation of your data Tabbed Folders the background color of the tabbed folders Item Detail More Detail Buy Sell Note and Estate Controls Area the
5. Silver Bullion Once you have created your initial collection s you are then ready to start adding coins which is covered in a separate help topic 10 Once a collection exists it will appear in he Select a Collection to open dropdown and may be opened by clicking on it You may also display a window containing all coins in all collections in the current collection group by clicking on the button Display all collections in current group Glossary of Terms used in Collector s Assistant Collector s Assistant Controls Area that is the screen depicted above used to access your collections Collection Windows the screen which displays when you select a collection to work with initially with an orange background Collection Listing Grid the top portion of the Collection Window which lists all coins in the current collection Cent Flying Eagle Cent Flying Eagle 1857 VF 20 75 Cent Flying Eagle 1857 VF 20 75 Cent Flying Eagle 1857 F 12 50 Cent Flying Eagle Change Sort Order n Cent Flying Eagle 1858 Large Letters Cent Flying Eagle 1858 Large Letters G 4 30 Cent Flying Eagle Large Letters Cent Flying Eagle Large Letters from Standard Database ONE More Detail Buy Sell Note Estate 11 Tabbed Folders the lower portion of the Collection Window which presents all detailed information for the currently selected coin and also where it may be edited This contains 5 tabs entit
6. background color of the Collector s Assistant controls area which is always present 52 Database Window the background color of the database window System Identification If you are running Collector s Assistant on multiple devices this field can be used to assist you in knowing the source of import and export data files Printer Margins Margins used for all print operations to account for printers which cannot print on the entire paper or to allow for hole punching etc Value Preferences For coins and paper money these preferences can affect value calculations Spot prices for Gold Silver Platinum and Palladium used for all coin bullion value calculations Values Alternate and Bullion Values checkboxes if Coin World values are not available for the current coins determines whether or not Bullion and or Face Value may be used in its place for the Unit Value field CDN Bid CDN Ask Coin World Ask selector by default the Unit Value field is populated with our standard coin values supplied by Coin World If you have purchased our premium CDN Greysheet values this option determines which will be used to populate Unit Value note if a CDN value is unavailable the Coin World value will be used The Value Info field on the tabbed folders always indicates the values source if not as specified above Choice List Editor The choice list editor allows you to add or delete entries for any of the dropdown choice lists that support
7. current group Collectible Type 5 New Collections W Delete Selected Collection Delete Selected Collection Group Save All Changes User Settings Backup amp Data Sharing Change User Preferences Import Export Backup Collections The illustration below illustrates the activation of Collection Groups and creation of a new group named Bullion Coins Collections Select a Collection to open Display all collections in current group Collectible Type v Collection Group MyColectons 535 3 Delete Selected Collection Group Save All Changes User Settings Backup amp Data Sharing Change User Preferences Import Export Backup Collections It also includes a Save All Changes button at the bottom As you work with your data in Collector s Assistant edits are saved in real time to the memory of your MAC but they are NOT saved in real time permanently to your disk drive Until they are saved to your disk drive the edits are not permanent The Collector s Assistant automatically triggers a save to disk operation whenever you close a collection with pending changes and also when you try to exit the Collector s Assistant normally When these autosaves occur you will receive an alert message depicted below as it usually takes 5 10 seconds for the save operation to complete Saving Changes to Your Collections Please wait while we save all changes you have made to the current collection This will take a few
8. item in a collection you select it and then click on the button Delete Selected Coin In the example below we have selected the 1927D to be deleted a Window Coin Type Date Mim Varety o Grade Collection Listing Dime Mercury 1924 D sill Select Format Dime Mercury 1924 Sil 1925 Sil 1925 D Sil Standard LY Dime Mercury Save Column Widths Dime Matang Dime Mercury Dime Mercury Dime Mercury Dime Mercury I gt e srs 1928 Sil 1928 Sil 1928 5 O OST More Detail change Sort Order maman Customize Listing Buy Sell Estate Note Coin Operations County United States j7 Grade Apply Changes to Current Coin q z Certified By Not Cer Denomination Delete Selected Coin 0 1 Dollar T M X Copy Selected Coin Coin Type Dime Mercury Date 1927 Mint D m Move Coin to Variety Add Coins ta Collection f from Standard Database Quantity 1 Uni i Unit Value from Manual Entry on tabs Coinage Metal Silver 900 m j ue O Lot Value O Weight 2 5g Size 17 91mm z Value Info 3 Edge Print Current Collection Value Source Designer 0 Mintage 4 812 000 Proof Mintage After clicking on the Delete Selected Coin button the 1927D no longer appears on the list of coins in our collection 34 a a 35 Chapter 9 How to Move an item from one collection to an
9. other computer issues can cause the CD write not to occur providing you with no indication of a problem e We recommend backing up monthly or immediately after major editing additions e If you are using an automated online backup capability it is important that you understand what it is actually doing For example is it backing up the critical Collector s Assistant files How often does it back them up How long are older backups kept How do you recover files from the backup Use of automated backups without a complete understanding of how they really work often leads to an unpleasant surprise when they are needed Backing up your data Below is the main Collector s Assistant control area which is always present At the bottom is a button entitled Import Export Backup Collections Clicking on this button will expand the controls area to the right 63 Collections Select a Collection to open Display all collections in current group Collectible Type 5 New Collections W Delete Selected Collection Delete Selected Collection Group Save All Changes User Settings Backup amp Data Sharing Change User Preferences Import Export Backup Collections The expanded screen contains an option button to select backup import or export Select backup as shown below 64 Display all collections in current group Enable Collection Groups Advanced Users Change User Preferences Import Export Backup Collections To cre
10. the data entry process Click on the Choice List Editor button to display the editor panel 53 Hide Choice List Editor The illustration show selection of the list buyersandsellers to be modified Once this list is selected the dropdown below will show its current choices You may add a choice by entering it into the box to the right of the Add Choice gt button and then clicking on the button To delete a choice select it in the dropdown and click on Delete Choice 54 Add Choice gt IE ABC Coins Hide Choice List Editor When you are done click on Hide Choice List Editor to return to the main preferences window 55 Chapter 17 Attaching your own pictures to a coin in your collection You may wish scan pictures of your own coins and attach them to coins in your collection which will then appear instead of our stock images The recommended image format is jpg files You may scan these or download them from the internet All that is required is that you know where the picture is stored on your Mac Once you have a picture to attach select the coin in your collection and click on the obverse or reverse image which will display it at greater size in a separate window Coin Type Cent Flying Eagle Cent Flying Eagle 1857 AG 0 01 Cent Flying Eagle 1857 VF 20 75 Cent Flying Eagle 1857 VF 20 75 Cent Flying Eagle 1857 F 12 50 Cent Flying Eagle 1857 AG 0 01 Cent Flying Eagle 1857 G 6 0 01 Ce
11. you could email a PDF file to someone who could then print or view it on their computer A very powerful use of PDF files is making your collection data viewable on mobile devices such as tablets eBook readers and smartphones all of which can handle them Creating a PDF file Open the collection you wish to print and then click on the Print Current Collection button along the left side of the Collection Listing this will display a print dialog allowing you to select the printer and other print parameters eee Coin Type Cent Lincoln Memorial Cent Lincoln Memorial Cent Indian Head Cent Lincoln Memorial Cent Indian Head Cent Lincoln Memorial Cent Lincoin Memorial Cent Lincoln Memorial Cent Lincoln Memorial Cent Indian Head IStandardForindians Save Column Widths Change Sort Order LALALALA ISI ah ah SISI Delete Selected Coin Printer Officejet 6600 A80138 ee EES cl Conc a wie rm From 1 to 1 Media 8 Quality from Standard Database from Manual Entry on tabs Feed from Auto Select Paper Type Auto Select Hide Details Click on the drop down in the lower left corner labeled PDF and you will have a number of options Select Save As PDF and you will then be able to specify the location and file name of the PDF report file 49 Open POF in in Preview Save as PDF Save as PostScript Add PDF to iTunes Mail PDF Save PDF to Web
12. Collector s Assistant for the Mac User Manual Version 1 1 November 2015 Copyright 2015 Carlisle Development Corporation All Rights Reserved Version 1 1 Updates Version 1 1 provides some user interface refinements and functional enhancements requested by our V1 users Collection Groups are now preserved on import of data from other Collector s Assistants User Preferences relating to window size and position have now been automated Any of the windows in CA Mac may be repositioned or resized by direct manipulation and these changes will automatically be recorded and maintained when CA Mac is re opened Collection totals will automatically update when a collection is opened Deleted Collections in version 1 when a collection containing coins is deleted they are retained in the database and placed in an invisible collection named DeletedCollection If you need to recover deleted coins you may create a new collection named DeletedCollection and all previously deleted coins contained in deleted collections will appear and they can then be moved to another collection Once you have recovered any desired coins you may delete the collection DeletedCollection Note if you deleted the collection Sample Collection in earlier versions these coins still appear when you click on Display All Collections in Current Group If you add back the collection Sample Collection and then delete it again using V1 1 these coins will disappear as they s
13. Flying Eagle Cent Flying Eagle Large Letters Cent Flying Eagle Large Letters Cent Flying Eagle Large Letters from Manual Entry on tabs Copy Delete Selected Coin Move Coin to Collection gt y d Print Current Collection There are two buttons located below the totals Update Totals click on this button to recalculate the totals to be sure they are up to date In some instances they will not be up to date for some coin operation When in doubt click on this button which response almost instantly 37 Update All Values this button processes all coins in the current collection as follows e f the Manual Value checkbox is checked the unit value is left alone e f the Manual Value checkbox is NOT checked it will look up the assigned grade for each coin and enter the Coin World value into the Unit Value field e If no Coin World value is found it will calculate a bullion value for gold silver platinum and palladium coins for which weight and coinage metal are specified The spot prices for bullion value calculations are maintained by the user under User Preferences e If no Bullion or Coin World Value is found the face value for US Circulating coins only e After setting Unit Value the Lot Value will be updated to Quantity Unit Value e After calculating Lot Value the Profit will be calculated as Lot Value Cost Once all coins are processed the Update Totals function is automatically called Note the Update Al
14. Settings Backup amp Data Sharing Change User Preferences Import Export Backup Collections The new group is added to the drop down listing all available Collection groups as shown in the diagram below This drop down is also used to select the current collection group in order to access its collections 43 Collections KEN Select a Collection to open Display all collections in current group Collectible Teo PA My Coilactio Save All Changes User Settings Bullion Change User Preterences Backup amp Data Sharing 44 Chapter 13 How to manually add an item that is not in our standard database All United States coins and paper money should be entered from our standard database by clicking on from Standard Database in the Add Coins to Collection section along the left In some cases you may wish to catalog items that are not in our database This might include tokens ingots private mint issues etc To do so you first open the collection to which the coins will be added Coin Type Date Dollar Morgan 1879 Dollar Morgan 1880 Dollar Morgan Save Column Widths Dollar Morgan Change Sort Order Dollar Morgan Dolar Morgan Dollar Morgan Dollar Morgan sallar Marnap RS O MS 60 from Standard Database CUA More Detail Buy Sell Note Estate from Manual Entry on tabs United States Clear Fields on Tabs 1 Dollar Dollar Morgan uU l Copy Selected Coin 8 Delete Selected Coi
15. arate collections for each coin type denomination country Others might be organized into Certified Coins Albums etc 21 Chapter 3 How to Add Items to a Collection When a collection is created the type of collectible for the collection is set If you have a version which only supports one Collectible such as Coin or Autographs the type is set automatically otherwise you select the type when creating the collection For collections of type Coin Paper Money Currency or Casino Chip the preferred way to add items is to copy them from the standard database For collections of other types items must be manually entered You may also manually enter items that are not in one of our standard databases The illustration below depicts the standard Collection Viewing window A collection named Dimes is open currently containing a group of Mercury Dimes In order to add additional dimes from the standard database you first click on the button from Standard Database in the section labeled Add Coins to Collection along the left Lot Value Save Column Widths Change Sort Order aman RA N M O Nis HO from Standard Database ION More Detail Buy Sell Note Estate from Manual Entry on tabs P Dolar Dollar Morgan Copy Selected Coin S Delete Selected Coin fe Print Current Collection Silver 900 Update All Values Once this button is clicked the standard database window appears in front of your coll
16. ate the backup e click on the Backup All Data button e the Finder will appear allowing you to select the folder in which the backup will be placed e navigate to the desired folder select it and click on Open The folder in which the backup is to be placed must already exist prior to the backup operation This folder will be populated with all files and folders needed to recreate the current state of your Collector s Assistant This includes a complete copy of the database file as well as user added images and other customizations Other Considerations If it becomes necessary to use your backup to replace files this must be done with great care as restoring files is not simply the opposite of backing them up 65 Backing up is a completely safe operation Restoring files causes replacement of files used by the current installation with older files Therefore since older data will be in use it is essential that only necessary data is restored 66 Chapter 20 How to Import Data into your collections The data import facility may be used to replace update or add to the collection data that is already stored in this installation of Collector s Assistant What happens will depend on the content of the file that is being imported as well as the selection you make as to whether the existing data will be deleted prior to the import The data to be imported is supplied in a comma separated file generated by Collector s Assistant or Co
17. click on the Print Current Collection button along the left side of the Collection Listing this will display a print dialog allowing you to select the printer and other print parameters Coin Type Cent Lincoln Memorial 962 Cent Lincoln Memorial 1959 Cent Indian Head 86 Save Column Widths Cent Lincoln Memorial 96 Cent Indian Head 862 Cent Lincoln Memorial 1959 Cent Lincoln Memorial Customize Listing Cent Lincoln Memorial N6 gt Cent Lincoln Memorial 1962 Cent Indian Head 86 Delete Selected Coin Copy Selected Coin Move Coin to Collection gt Printer Officejet 6600 A80138 Presets Default Settings Copies 1 Black amp White Pages All From 1 to 1 Media amp Quality FE TN from Standard Database o from Manvel Entry on tabi Paper Type Auto Select Auto Select POF Hide Details PF 69NC If the desired printer is the default selection just click on Print and your report will be sent to the printer You may also adjust any of the printer parameters prior to printing 33 Chapter 8 How to Delete an Item in one of your collections At times you may want to delete items in your collections either because the item was inadvertently added to your collection or you may have sold the item Permanent Deletion of an Item To delete an
18. development com Emails are responded to 7 days per week during extended hours The more detail you can 17 provide the quicker your issue will be resolved You may also call 978 369 4908 however you will most likely need to leave a voice message and receive a callback Generally calls are returned Monday Friday 8 00 5 00 est Installation Keycode When you ran the Collector s Assistant for the first time you had to enter your installation keycode supplied by Carlisle Development Corporation This keycode determines what features are activated and available for use In the initial release the only optional feature is the United States Paper Money database but as the year progresses additional databases and add on functions will become available If you purchase any of these new functions you will receive an updated keycode which may be entered by clicking on the Collector Assistant main menu choice followed by Enter New Activation Code on the submenu that appears 18 Chapter 2 Creating a New Collection In order to catalog your collectibles you must create one or more collections A collection is a container for items in your collection Some users create one collection containing all items for example US Coins whereas others create many collections each housing a logically grouped subset for example Silver Dollars Morgan Dollars etc Each collection belongs to a collection Group to assist in keeping things organized On insta
19. e Listing Format Content and Order The illustration below depicts the selection of Date as the main sort and Mint as the second sort resulting in a typical ordering of coins of a single type You may use any information fields for the purpose of sorting For example Grade Certified by Lot Value Coinage Metal are all typical sorting After you make your selections for Main Sort through 5th Sort on the upper right portion of the window click on Save Sort Order to effect the change Sort order is remembered for each collection independent of the others For example a US coin collection containing one type of coin might have Date then Mint as sorts whereas a collection of foreign coins might have Country followed by Denomination followed by Date 28 NIN i 29 Chapter 6 Customize the column content of the Collection Listing Grid You have complete flexibility as to the column content of the collection listing grid The content is controlled by a listing format You may create and modify listing formats while any collection is displayed by clicking on the button Customize Listing along the left side of the Collection Window That will display the Customizer window i The Customizer window contains three sections The left section is used to create and modify listing formats It contains a dropdown which can be used to select an existing listing format as well as an Add New Format gt button which allows you t
20. e added by copying an existing one 41 Chapter 12 How to Setup Collection Groups As you catalog your collection you may find an increasing number of collections which you would like to organize into groups On installation all collections you create are placed in the default Collection Group My Collections You may add your own collection groups For example you might place all of your coin albums in a Collection Group named Albums or perhaps you might place your Paper Money collections in a Collection Group named Paper Money and your coin collections in a Collection Group named Coins You may create as many collection groups as you need You may add new collections to any existing collection group You may also move collections between collection groups and coins between collections in any group Collection groups are created using the Collector s Assistant controls area The illustration below shows the controls area as we prepare to add a new Collection Group named Coin Albums To do so you enter the name of the new group in the entry field to the right of the New Group gt button and then click on the New Group gt button 42 Collections Select a Collection to open Sample Collection Display all collections in current group Collectible Type i New Collecton gt WO Delete Selected Collection v Collection Group My Collections Delete Selected Collection Group Save All Changes User
21. ection It is used to select the coins to be added The database is divided into several sections United States is always present and included in the base product If you have 22 purchased the World Coin Database the other categories will also be available Euro Coin World Bullion World Types and Canada eee Coin Type Variaty Dollar Morgan Dollar Morgan Dollar Morgan Dollar Morgan Dollar Morgan Dollar Morgan Dollar Morgan Dollar Morgan Dollar Morgan Lot Value Save Column Widths Change Sort Order Customize Listing from Standard Database from Manual Entry on tabs o 8 e Select Coin Type or Country Clear Fields on Tabs Copy Selected Coin Delete Selected Coin Move Coin to Coliection gt Print Current Collection Coin Type Cent Lincoin Bicente Cent Lincoin Bicente Cent Lincoin Bicente 2 Cent Lincoln Bicente Cent Lincoin Bicente Cent Lincoin Bicente Cent Lincoln Bicente Cent Lincoln Bicente Cent Lincoin Bicente Cent Lincoin Bicente Cent Lincoin Bicente Cent Lincoin Bicente Cent Lincoln Bicente Cent Lincoin Bicente Cent Lincoln Bicente Cent Lincoin Bicente Cent Lincoin Bicente Variety Presidency in DC Presidency in DC Satin Finish Splitting Rail in Indiana Satin Illinois Capitol Satin Finish Log Cabin Satin Finish Log Cabin Illinois Capitol Splitting Rail in Indiana Presidency in DC Splitting Rail in Indiana Satin Pre
22. esbbed peslesepyees LABANAN 26 Chapter 5 Setting the order of the Collection Listing Grid a 27 Chapter 6 Customizing the column content of the Collection Listing Grid 29 Chapter 7 Printing the Current Collection 32 Chapt r 8 Deleting a COIN 0am Gd GAN mal GA a AGANG mn 33 Chapter 9 Moving a coin to another collection 35 Chapter 10 Display Totals for the Current Collection update values and totals 36 Section 3 ADVANCED FUNCTIONS 0a BANA KAIYAN DARA NANG 38 Chapter 11 Copy a COIN in your collection 39 Chapter 12 Setup collection Groups aaa AG GA NA GNG 41 Chapter 13 Manually add items to a collection 1 11 1 1 aienea 44 Chapter 14 Print all collections in the current collection group 200 7 7 46 Chapter 15 Save a report as a PDF file 48 Chapter 16 Userinterface preter nt S imi d 50 Chapter 17 Attach your own pictures to a coin in your collection 53 Section 4 OTHER TOPICS paka conse DN AEO AANI DANG NN 59 Chapter18 Export data to a CSV files aaa a TGA ienen aae eies steeds 60 Chapter 19 Backup your Data KAN NAA nA kan hn Gin MATANDA LAN LANG 62 Chapter 20 Import data from other Collector s Assistants 66 Chapter 21 Troubleshooting padaan aa Nian 70 Section 1 Getting Started Section 1 includes 4 chapters e Chapter 1 Concepts and Terminology very important
23. g on the Save All Changes button located at the bottom of the controls area We would advise periodically clicking on it after a significant amount of changes are entered and also if you are leaving your computer unattended for a while VERY IMPORTANT backup of your data The Collector s Assistant provides two means of backing up up your data Both may be directed to a location of your choosing We strongly recommend use of a USB flash drive and discourage sole reliance on internet backups clouds and or connected drives Backup the backup function copies the entire database file in current use This does not currently provide for restoration of individual collections though it is expected to support partial restoration in future updates This will also backup any user attached images Export the export outputs a csv file comma separated text file containing you collection data It is possible to recover individual collections and records from this file WE VIEW THE EXPORT AS THE MOST ESSENTIAL BACKUP OF YOUR DATA We recommend periodically generating both a full backup and collection export to a USB flash drive as the best means to guard against data loss VERY IMPORTANT What to do if you encounter unexpected results Do not uninstall and re install the Collector s Assistant Contact Carlisle Development Technical support for assistance The best way is to send a detailed description of the problem via email to support carlisle
24. gle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle from Manual Entry on tabs 14 Buy Sell tab content shown below Cent Flying Eagle VF 20 Cent Flying Eagle F 12 Cent Flying Eagle AG tying G 6 Large Letters G 4 Large Letters C 4 Large Letters VF 20 item Detail More Detail ETIES 3 29 1955 2 30 1899 15 Estate Tab content shown below Coin Type son nyng Segre Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Customize Listing IIE Cent Fiying Eagle Lange Letters Cent Flying Eagle Large Letters Cent Flying Eagle Large Letters item Detail More Detail Buy Sell Estate Ct Copy Selected Coin Delete Selected Coin aaa Move Coin to Collection gt Print Current Collection 16 VERY IMPORTANT saving and protection of your data As you work with your collection adding coins and making edits all changes are saved instantly to local memory However they are not permanently stored to disk as this operation would interfere with user interaction All changes are stored permanently when you close an open collection or exit the Collector s Assistant normally In both instances you will receive an alert message indicating that the save operation will occur However in order to avoid data loss due to unexpected events power failures hardware problems etc we recommend periodically clickin
25. hould Some issues with Customize Listing Format have been resolved Moving an Item to another collection will now cause an immediate update Introduction amp Organization of the Manual This manual is organized into the following sections e Getting Started addresses terminology used in this manual and the few basic functions necessary to get started cataloguing your collection e Basic Functions functions that most users will want to use as their cataloguing process continues e Advanced Functions e Other Topics In addition to this manual there are several other sources of usage assistance including e How To help topics accessed from the Collector s Assistant Help Menu e Tips amp Techniques section of Carlisle website e Frequently Asked Questions section of Carlisle website If you are not able to find answers to your questions using the above resources contact technical support via email support carlisledevelopment com Table of Contents INTRODUCTION ma iao e Aa ead eee ane 2 Section 1 GETTING STARTED ARIANA BAGAN GAD NGA 5 Chapter 1 Concepts and terminology ccccccccccsssssssssseceeecesseseaeseceeecsssesesaeseeeeecsssesaaeaeceeecesseseaeseeeeeens 6 Chapter 2 Creating a collection maan bA 18 Chapter 3 Adding coins to a collection 121117 21 Chapter 4 Editing information about a coin in your collection 24 Section 2 BASIC FUNCTIONS gan DARIA ANG seated caveleuspy
26. information that you need to productively use Collector s Assistant and follow the remainder of this manual e Chapter 2 Creating a collection e Chapter 3 Adding coins to a collection e Chapter 4 Editing information about a coin in your collection The three basic functions covered in chapters 2 4 are all that is needed to catalog your coins These should be mastered first Chapter 1 Concepts and Terminology When the Collector s Assistant starts the Collector s Assistant controls area depicted below always appears and remains accessible until the Collector s Assistant is closed The controls area is used to access all of your collection data as well as perform other administrative functions such as backups and setting user preferences It is divided into three sections one for creating and selecting Collection Groups one for creating and selecting Collections and a third for additional operations which will be discussed in separate help sections The Collection Groups area is for advanced users and is initially hidden It may be activated by checking the box Enable Collection Groups By default all collections are initially created in the collection group My Collections After you are familiar with Collector s Assistant you may want to employ Collection Groups in order to organize your collections It is not recommended that new users activate this area Collections Select a Collection to open Display all collections in
27. ion 4 Other Topics Section 3 includes 6 chapters providing instruction on functions you will most likely want to use as you progress with cataloguing of your collection e Chapter 18 How to Export your collections e Chapter 19 How to Backup your Collections and Customizations e Chapter 20 How to Import Collections e Chapter 21 Troubleshooting 60 Chapter 18 How to Export up your collections You may wish to export your collection data to another Collector s Assistant or for use with another program The Collector s Assistant export function creates a comma separated text file csv named CAAIICollectionsFromMac This contains all data in all of your collections It may be used to e Send your collection data to CA Mobile running on the iPhone or iPad e Send your collection data to Collector s Assistant running on a Windows desktop or another Mac e It may also be directly opened by spreadsheets for external manipulation viewing etc Exporting your data Below is the main Collector s Assistant control area which is always present At the bottom is a button entitled Import Export Backup Collections Clicking on this button will expand the controls area to the right The expanded screen contains an option button to select backup import or export Select Export My Collections as indicated in the screen below 61 Backup my collections lt Export my collections lt a Import my Collections New Group gt
28. l Values button will take a few seconds to complete processing depending on the size of the collection Notes e In order to pick up a value in the Coin World table the grade must match perfectly with an entry in the table For some coins suffixes are needed such as R Red DC deep cameo etc The easiest way to assure a match is to select the grade directly in the values table e A few base grades are automatically matched to their precise grade as existing in the table These include o AG will match AG 3 G and Good will match G 4 VG and Very Good will match VG 8 F and Fine will match F 12 VF and Very Fine will match VF 20 EF and Extra Fine will match EF 40 AU and Almost Unc will match AU 50 Unc will match MS 60 Proof will match PF 65 QO O QO O O O O O 38 Section 3 Advanced Functions Section 3 includes 6 chapters providing instruction on functions you will most likely want to use as you progress with cataloguing of your collection 39 Chapter 11 Copy a coin already in your collection Chapter 12 Setup Collection Groups Chapter 13 Manually enter a coin that is not in our database Chapter 14 How to Print All Collections in the Current Selection Group Chapter 15 How to Produce Reports as PDF Files Chapter 16 Customizing the User Interface Chapter 17 Attaching your own pictures to coins in your collections Chapter 11 Copy a coin which is already in your collection You may have several identical coins Coin T
29. led Item Detail shown below More Detail Buy Sell Note and Estate To the right of the tabs is a table of grades and values Coin Th Date Sore r pg may seer Cent Flying Eagle 1857 Standard ageno Eagle 1857 Cent Flying Eagle 1857 Save Column Widths Cent Fiying Eagle 1857 Cent Flying Eagle 1857 Change Sort Order Cent Flying Eagle 1857 g Eagle 858 Large Letter F 30 L01 Cent Eagle 1858 Large Letters G 4 Cent Flying Eagle 1858 Large Letters G 4 30 Cent Flying Eagle 1858 Large Letters VF 20 from Standard Database OORTE More Detail Buy Sell Note Estate nea sates Te 0001 Dollar Cent Fhing Eagle o a Es Large Letters One important feature of the grade table is that it can be used to populate the grade unit value and calculated fields lot value profit Click on a grade in the table will update those fields for the currently selected coin in your collection 12 Type aL i aE zwa Cent Flying Eagle 1857 Cent Flying Eagle 1857 VF 20 Cent Flying Eagle 1857 VF 20 75 Cent Flying Eagle 1857 F 12 50 Cent Fiying Eagle 1857 AG 0 01 1857 i C 6 0 01 r gt Lageletters AU SS 300 Cent Fiying Eagle 1858 Large Letters G 4 30 Cent Flying Eagle 1858 Large Letters G 4 30 Cent Flying Eagle 1858 Large Letters VF 20 75 13 4500 4500 7500 14000 27500 42000 More Detail Tab content shown below Cent Flying Eagle Cent Flying Ea
30. llation there is one collection group named My Collections The image below indicates that we have selected the Collection Group My Collections which currently does not contain any collections We are about to add a new coin collection so we first select Coin in the collectible drop down note the collectible determines the data entry fields reports etc which are appropriate for the selected collectible Collection Group Collection User Settings Backu Change User Preferences Import Export Backup Collections 19 After selecting the collectible Coin we then enter the name for the new collection Indian Head Cents in this example and click on the button New Collection gt Collection Group My Collections dw New Group gt JB My Collections Collection Collectible Type Coin New Collection 3 Delete Selected Collection User Settings Backup amp Data Sharing Change User Preferences Import Export Backup Collections The result is that the new collection Indian Head Cents has been added to the My Collections group and is now ready for us to add coins 20 Collection Group Collection indian Head Cents Collectible Type Coin New Collection gt Delete Selected Collection User Settings Backup 4 Data Sharing Import Export Backup Collections Notes Collections should mirror your collection there is no right way to do it Common approaches for coins include sep
31. llector s Assistant Mobile It contains a list of coins to be added including information as to which collection and or collection group to which they belong At the beginning of the import the file is pre scanned to determine all collections which contain coins which are referenced by this file ONLY COLLECTIONS referenced by this file will be affected For example if you currently have two collections on this Mac named Morgan Dollars and Peace Dollars and the imported file contains coins belonging to Peace Dollars and a new collection Eisenhower Dollars the existing Morgan Dollars collections would not be affected In this example e The Morgan Dollars collection would not be affected e The Eisenhower Dollars file would be added e The Peace Dollars would either be replaced with the coins in the imported file or the coins would be added to the existing Peace Dollar collection depending on your selection of the option prior to starting the import Importing collection data Below is the main Collector s Assistant control area which is always present At the bottom is a button entitled Import Export Backup Collections Clicking on this button will expand the controls area to the right 67 Collection Group Collection Collectible Type aT New Collections Po Delete Selected Collection User Settings Backup amp Data Sharing Import Export Backup Collections The expanded screen contains an option button to select backup
32. ln Memorial 1959 1 Cent Lincoln Memorial 1959 Proof 0 Copper Change Sort Order Customize Listing Apply Changes ta Current Coin Delete Selected Coin EEA More Detail Buy Sell Note United States le IE Civil War Token el awa 1861 es OO Bronze me aaa Notes 1 Items that are copied from our database will not allow the editing of preloaded 25 information such as Coin Type Date Mint Variety etc These fields may be edited for manually entered coins 26 Section 2 Basic Functions Section 2 includes 6 chapters providing instruction on functions you will most likely want to use as you progress with cataloguing of your collection 27 Chapter 5 How to Setup the Order in which items are displayed in the Collection Listing grid Chapter 6 How to Customize the Collection Listing Grid Chapter 7 How to Print the Current Collection Chapter 8 How to Delete coins in your Collection Chapter 9 How to Move coins from one collection to another Chapter 10 Update the Values Calculated information fields and collection totals Chapter 5 How to Setup the Order in which items are displayed in the Collection Listing grid The order in which coins are displayed in the Collection Listing Grid may be changed at any time by specifying up to 5 information fields on which to base the sort Sort order is determined by clicking on the Change Sort Order button which displays the window Customiz
33. lo etc to assist you in easily locating coins There are also a few special categories that are less obvious as to content These include 23 24 Mint Sets Proof Sets and Prestige Sets contain the respective standard US Mint issue sets Bullion Silver Eagle silver bullion coins American Eagle Design from 1986 present Bullion Silver ATB 5oz silver 5 oz America The Beautiful coins from 2010 present Bullion Gold Eagle gold American Eagle bullion coins from 1986 present Bullion Gold Buffalo gold American Buffalo also 2009 UHR Saint from 2006 present Bullion Platinum Eagle platinum American Eagle bullion issues from 1997 present Commemoratives Silver commemorative issues from 1892 1954 Commemoratives Gold Gold commemorative issued form 1892 1954 Commemoratives Modern all commemorative issues from 1982 present Chapter 4 Editing information about an item in your collection You may change information in any of the information fields at any time To do so First select the item to be edited in the example below we have clicked on the Civil War Token indicated by the highlight Then on the tabbed folders below Item Detail More Detail Buy Sell etc enter the changes in any information field Once you complete editing a text field or make a selection in a choice list the change will immediately be saved in memory and the collection listing and totals updated if they are affected 1861 1 Cent Linco
34. n Move Coin to Collection gt Print Current Collection Update Totals Update All Values Once the collection is open click on the button Clear Fields on Tabs which will empty the tabbed folders and also unselect any coin currently selected in the collection You may then enter the information in the information fields on the tabbed folders After we enter the desired information we clicked on from Manual Entry on Tabs which added the highlighted item to our listing Manually added items enjoy full functionality of the Collector s Assistant with the exception that values must be entered by the user as well as any desired 45 numismatic data The Collector s Assistant will calculate bullion value for manually added items containing Gold Silver Platinum or Palladium as long as the coinage metal and weight are entered in the formats below Coinage Metal Gold Silver Platinum or Palladium foliowed by the fineness examples Gold 9999 Platinum 995 Silver 9216 Weight a number followed by a word beginning in o or O for froy ounce and g or G for grams examples 10z 33 3 grams 33 3g 5 ounce 46 Chapter 14 How to Print All Collections in the Current Selection Group You may wish to view and print a collection listing including all or selected coins in the current collection group This is easily accomplished in a manner similar to printing the Current Collection First select the group My Collections i
35. nt Flying Eagle 1858 Large Letters VF 30 75 Cent Flying Eagle 1858 Large Letters G 4 30 Large Letters Note value shown is face value Face Value Next click on the Change Picture button which will display a system browser allowing you to navigate to and select the picture 56 WE P2 Photos e Q MER iPhoto Jj Events A Photos Faces O Places O Last Import IMG 0301 Once you select the picture it will appear in the magnified window 57 e00 Window Lincoln Bicentennial State Capitol 2009 Change Picture Then close the magnified window and select the coin again which will display the new picture 58 Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle ent Flying Eagle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Item Detail Mo united States 0 01 Dollar Cent Flying Eagle v 1857 Note value shown is face value S D EE 485 Note in this example we did not take care to crop the picture prior to attachment For coins you should crop the images prior to attachment so that they will appear round and fully utilize the available area Pictures may be of any size and B W or color Pictures that are attached are copied into the Collector s Assistant container so that they will remain accessible and may be backed up by Collector s Assistant 59 Sect
36. o create new formats A Listing format contains up to 20 columns each of which may be assigned any information field To modify an existing format e Select the desired format the column selectors will present the currently 30 assigned fields e Change any desired column selectors e Click on Modify Selected Format Standard Le Add New Format gt Delete Selected Format Filter Collection Listing To create a new format e Enter a name for the new format in the box to the right of the Add New Format button e Make your desired column selections e Click on Add New Format 31 Standard Add New Format gt J My New Format Delete Selected Format Filter Collection Listing Notes You may create as many listing formats as you like If you inadvertently create a format you no longer need you may select it and then click on Delete Selected Format The format Standard is assigned to any new collection so this must not be deleted and it is likely you will want to customize it to your preferred common listing You may find it useful to create a separate Listing format for printed reports since they are subject to paper size limitations whereas while viewing you are able to scroll the window 32 Chapter 7 How to Print the Current Collection Printing the current collection listing is a very common operation which may be easily accomplished Open the collection you wish to print and then
37. other At times you may want to re organize your collections by moving items from one collection to another Move an Item from one collection to another To move an item in a collection e Select the item to be moved e Select the destination collection in the dropdown box below Move Coin to Collection gt along the left e Click on Move Coin to Collection gt Coin Type Dime Mercury Dime Mercury Standard Dime Mercury Save Column Widths Dime Mercury he ah ae Change Sort Order Dime Mercury Dime Mercury Customize Listing Dime Mercury ie More Detail Buy Sell Apply Changes to Current Coin Delete Selected Coin 0 1 Dollar Copy Selected Coin LA D Move Coin to Collection gt from Manual Entry on tabs n Silver 900 17 91mm Pit Cisne Catalin E 4 812 000 36 Chapter 10 Totals of the currently displayed collection How to Update Totals Values and Calculated Fields When a collection window is opened the lower left corner contains a section named Collection Totals This displays the total value lots items cost and profit of the currently selected open collection This information is typically updated in real time as edits are made to the data but in some instances there will be a need to update all coins in the current collection Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Save Column Widths Cent Flying Eagle Change Sort Order Cent Ting Eagle kart Cele Cent
38. ould you encounter an unexpected exit most likely restarting the Collector s Assistant will allow for normal operation You may however have lost edits made since the last autosave or Save All Changes function If you restart and are not able to proceed normally we would advise the following e Do not reinstall this is very seldom necessary and usually a waste of time an exception is when you experience an obvious major system crash lightning strike etc e Send an email to Carlisle Development tech support support carlisledevelopment com The email should be as detailed as possible with regard to what you were doing when the crash occurred and what you are no longer able to do The more detailed information you provide the quicker response you will receive A message with the content Help will result in a response requesting detailed information resulting in a delay in resolution of your problem For other issues which arise when you believe Collector s Assistant is mis operating we again recommend an email to tech support with detailed description of the issue Tech support is also available via phone at 978 369 4908 however this is a callback line which will usually require you to leave a voice message to which we will respond during 8 00 5 00 EST Monday Friday Email responses occur 7 days per week over extended hours and will result in the quickest response to your issue Restore from Backup If you believe
39. s selected in the illustration below Next click on Display All Collections in current group Collection Group My Collections dw Collection Select a Collection to open Display all collections in current group Collectible Tvpe KZ New Collecion Delete Selected Collection User Settings Backup amp Data Sharing Change User Preferences Import Export Backup Collections This will display a collection listing containing all coins in all collections Note we have added the column Collection to the listing format so that we can see which coins are in which collection We have also specified a 3 level sort Collection Coin Type and Date Of course once displayed you may use any listing format sorting and filtering that you need 47 Coin Type Cent Indian Head Cent Lincoln Memorial Cent Lincoln Memorial Cent Flying Eagle Cent Flying Eagle Cent Flying Eagle Large Letters Cent Flying Eagle Small Letters Cent Flying Eagle Small Letters Cent Flying Eagle Small Letters Cent Flying Eagle 7 early die state SUES Sct More Detail Buy Sell Note Estate Once the listing contains the desired coins formatting sorting and filtering click on the Print gt Current Collection button to display the print dialog 48 Chapter 15 How to Produce Reports as PDF Files You may wish to output reports as PDF files for a variety of reasons PDF files can be viewed and printed by a variety of third party programs Thus
40. sidency in DC Satin Finish Log Cabin Splitting Rail in Indiana Log Cabin Hlinois Capitol Satin Finish Illinois Capitol Log Cabin Proof Denomination 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Doilar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Dollar 0 01 Doilar 0 01 Dollar Coinage Metal Copper plate Copper plate Copper plate Copper plate Copper plate Copper piate Copper plate Coppor plate Copper plate Copper plate Copper plate E Copper plate Copper plate Copper plate Copper plate Copper plate Copper plate AC A A A A A AAY AY Cent Lincoin Bicente Presidency in DC Proof 0 01 Dollar Copy Selected Coins to Current Collection Copper plate Update Totals Update All Values Notes You add coins by selecting the category then the type or country and the select coins on the detailed list and click on Copy Selected Coins to Current Collection You may add as many coins to each collection as you wish You may also add the same coin multiple times for instance if you have two identical coins with different grades of costs etc There is no restriction as to what coins can be added to a collection If you wish to add a Mercury Dime to a collection you named US Quarters you may do so The standard database is organized by coin types Dollar Morgan Nickel Buffa
41. you have a need to restore your data from a backup we recommend email contact to Carlisle Development with a detailed explanation of why and also how recently you generated a backup and CSV export Usually surgical restore operations which require a detailed understanding of the situation will result in minimum loss of recent changes 71
42. ype Date Mint and Variety which are in different conditions purchased at different prices etc In that case you may copy an existing coin and then modify the fields that are different The illustration below depicts the standard Collection Viewing window A collection named Dimes is open currently containing a group of Mercury Dimes We have selected the 1925 Philadelphia no mint mark to be copied Note that it indicated that it is Not Certified To make a copy of this coin we need only click on Copy Selected Coin Coinage Metal Silver 900 Silver 900 Dime Mercury Dime Mercury Dime Mercury gt Silver 900 Dime Mercury Silver 900 aT BOLA TG 0 1 Dollar tv Dime Mercury p 1925 Ga 7 Move Coin to Collection 3 from Standard Database siersoo 125g 17 91mm a Print Current Collection B o o F As you can see a second copy of the 1925 Philadelphia dime has been added We then selected a grade of EF 40 and PCGS as the certifier 40 Dime Mercury Change Sort Order Dime Mercury GANAN ANAN AN AaHan Cu More Detail Buy Sell Note Estate lal PEGS Cr from Standard Database bullion value used Print Current Collection 25 610 000 Notes You may copy a coin as many times as needed Do not alter the Coin Type Date Mint or Variety if a coin as the values table and numismatic data will still apply to the original coin as copied from the database Only identical coins should b

Download Pdf Manuals

image

Related Search

Related Contents

Software manual - Videology Imaging Solutions, Inc.  =ENァロs@ GENてロs@  Bedienungsanleitung SSP-800/CT-SSP Surround  USER`S MANUAL - UCSD Department of Physics  EUROLITE LED Bar-1800 DMX User Manual  Instruction Manual  COOLPIX L22 使用説明書  

Copyright © All rights reserved.
Failed to retrieve file