|Folio�Views�4�Getting�Started
|-----------------------------



| |                               | 
| | ----------------------------- | 
|
| | Folio Views 4 Getting Started | 
| |                              
|
|

| |              | 
| | ------------ | 
|
| | Version 4.11 | 
|
|

| |              | 
| | ------------ | 
|
| | For Windows� | 
|
|

| |                        | 
| | ---------------------- | 
|
| | Main Menu Hypergraphic | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | 
| | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
| |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           
|
| | Information in this document is subject to change without notice and does not represent a commitment on the part of Folio Corporation. The software described in this document is provided under a license agreement. The software may be used or copied only in accordance with the terms of the license agreement. It is against the law to copy the software on any medium except as specifically allowed in the license agreement. No part of this manual or any other peripheral documents may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of Folio Corporation. | 
|
|

| |                                   | 
| | --------------------------------- | 
|
| | Published and printed in the USA. | 
|
|

| |                                                                                                                                                                                                                                                                                                 | 
| | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Folio, Folio Views, Folio 4, and Underhead Technology are registered trademarks of Folio Corporation. Folio Infobase Technology is a trademark of Folio Corporation. All other product names are trademarks of their respective companies. Folio Corporation is a division of Open Market, Inc. | 
|
|

| |                                                                                                                                               | 
| | --------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | The following companies have licensed for inclusion in this Folio software the technology which is copyrighted by their respective companies: | 
|
|

| |                                                                                                                                               | 
| | --------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | The following companies have licensed for inclusion in this Folio software the technology which is copyrighted by their respective companies: | 
|
|

| |                                                                       | 
| | --------------------------------------------------------------------- | 
|
| | Spell Checking, Thesaurus and Dictionaries � 1994-1996 Soft-Art, Inc. | 
|
|

| |                                                                                                   | 
| | ------------------------------------------------------------------------------------------------- | 
|
| | ImageStream� Graphics and Presentation Filters Copyright� 1991-1996 ImageMark Software Labs, Inc. | 
|
|

| |                                                                                                 | 
| | ----------------------------------------------------------------------------------------------- | 
|
| | Contains security software from RSA Data Security, Inc. Copyright� 1996 RSA Data Security, Inc. | 
|
|

| |                                                                                                                            | 
| | -------------------------------------------------------------------------------------------------------------------------- | 
|
| | � Copyright 1996-1997 Folio Corporation. All rights reserved.
Folio Corporation
5072 North 300 West
Provo, UT 84604
U.S.A. | 
|
|

| |                                   | 
| | --------------------------------- | 
|
| | Document Date: September 26, 1997 | 
|
|

| |  |                         
| |  | ------------------------
| | 
|
| |  | Welcome to Folio Views 4
|
|
|

| |  |         
| |  | --------
| | 
|
| |  | Overview
|
|
| | 
|
|

| |                                                                                                                                                                                          | 
| | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Welcome to Folio Views� 4. We are glad you purchased our product and we are confident that it will surpass all your expectations for accessing and adapting your electronic information. | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                                                                                            | 
| | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Folio has dedicated extensive resources to identifying and creating the right tool for accessing and adapting electronic reference information. Ten years of experience with customers who need powerful and flexible tools for information has helped us create Folio Views 4. Folio Views 4 represents the latest in integrated software for viewing, searching, annotating, and editing information in infobase format. | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                                                                                                   | 
| | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Viewing infobases is the most basic task. Infobases can be any type of electronic reference information, including legal decisions, corporate policy and procedure manuals, common question archives, or any other data needed in an instant-access form. With new features�� such as a customizable soft interface, different infobase views, and text zooming�� viewing electronic reference information has never been easier. | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             | 
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Before you can effectively use information, you must be able to find it. Folio Views 4 helps you to find business-critical information in a variety of ways. The most effective way is by performing a query. Since every word in an infobase is indexed, you can query for one word or a combination of words. You can use Boolean operators and other advanced searching techniques or even perform a ranked query to quickly find instant answers within massive amounts of information. | 
|
|

| |                                                                                                                                                                                                                                                                                                                                               | 
| | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Another way of accessing information is by using the table of contents. The table of contents allows you to get a holistic view of the infobase's contents. You can expand or collapse the headings as necessary to see as much or as little of the contents as you wish. Once you see the topic or heading you want, just click to go to it. | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | 
| | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Unlike most text retrieval or database applications, Folio Views 4 allows you to do more than store and retrieve information�� it allows you to edit and annotate the information. You may type text directly into an infobase, you may import various file formats into an infobase, or�� using a new feature of Folio Views�� you may import data directly from your favorite World Wide Web sites by specifying a URL (the import filter used to do this can also follow links from the starting page to retrieve as much information as you need). Once you have the information in an infobase�� either added to the infobase by you or given to you by others�� you can annotate the information by adding notes, highlighters, and hypertext links and by creating shadow files. | 
|
|

| |                                                                                                                                                     | 
| | --------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | With your information stored in a Folio infobase, you can quickly find critical pieces and personalize them to reflect the way you use information. | 
|
|

| |                                                               | 
| | ------------------------------------------------------------- | 
|
| | Other information that you will find in this section include: | 
|
|

| |                                              | 
| | -------------------------------------------- | 
|
| | Button, SmallAbout the Getting Started Guide | 
|
|

| |                                | 
| | ------------------------------ | 
|
| | Button, SmallFolio Terminology | 
|
|

| |                                   | 
| | --------------------------------- | 
|
| | Button, SmallOther Folio Products | 
|
|

| |                           | 
| | ------------------------- | 
|
| | Button, SmallHow do I ... | 
|
|

| |                                                                                     | 
| | ----------------------------------------------------------------------------------- | 
|
| | See the How do I ... list for steps for completing common tasks within Folio Views. | 
|
|

| |  | 
| |  | 
|
| |  | 
|
|

| |  |                                
| |  | -------------------------------
| | 
|
| |  | About the Getting Started Guide
|
|
| | 
|
|

| |                     | 
| | ------------------- | 
|
| | General Information | 
|
|

| |                                                                                                                                                                                                                                   | 
| | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | The Getting Started Guide is designed to give new Folio Views users three elements: an overview of Folio Views 4, steps for performing key tasks, and additional information that could be useful in understanding Folio Views 4. | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                  | 
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | 
|
| | At the beginning of each chapter is a brief description of a feature and some common uses for that feature. For example, in the chapter on creating and applying notes, the guide describes what notes are and some possible uses for them in your infobase. Steps for performing a task are included at the top of the chapter for easy access. | 
|
|

| |                              | 
| | ---------------------------- | 
|
| | Conventions of this Infobase | 
|
|

| |                                                                                                                                                      | 
| | ---------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | At the front of each section is a series of links that take you to specific chapters within the section. These links are marked in underlined green. | 
|
|

| |                                                                                                                                                             | 
| | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Located at the end of each section (and after the more lengthy chapters), are two buttons which, when clicked, take you to the main menu or a section menu. | 
|
|

| |                                                                                                                                                                                                      | 
| | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Sprinkled throughout this infobase are various links to other sections within this infobase or other infobases. These links are also marked in underlined greenfollowed by the name of the infobase. | 
|
|

| |                                       | 
| | ------------------------------------- | 
|
| | Contents of the Getting Started Guide | 
|
|

| |                                                                | 
| | -------------------------------------------------------------- | 
|
| | The Getting Started Guide covers the following general topics: | 
|
|

| |                                        | 
| | -------------------------------------- | 
|
| | �Welcome to Folio Views (this section) | 
|
|

| |                                                                          | 
| | ------------------------------------------------------------------------ | 
|
| | �Opening, Saving, and Closing Infobases � Basics on accessing infobases. | 
|
|

| |                                                                                                                                          | 
| | ---------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | �Arranging the Interface � Description of the window panes used in Folio Views and details on adjusting menus, quick keys, and toolbars. | 
|
|

| |                                                                                              | 
| | -------------------------------------------------------------------------------------------- | 
|
| | �Finding Information � Details on searching infobases using several different query methods. | 
|
|

| |                                                                                                               | 
| | ------------------------------------------------------------------------------------------------------------- | 
|
| | �Personalizing an Infobase � Details on annotating, highlighting, and bookmarking information in an infobase. | 
|
|

| |                                                                                                                                       | 
| | ------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | �Printing, Importing, and Exporting � Also includes information on the Import URL feature for downloading web pages into an infobase. | 
|
|

| |                                                                                                          | 
| | -------------------------------------------------------------------------------------------------------- | 
|
| | �Building Infobases � Covers style and formatting issues as well as creating hypertext links and tables. | 
|
|

| |                                                                                                                                          | 
| | ---------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | �Appendices & Glossary � Additional information that you may find useful, including differences when using Folio Views 4 on Windows 3.x. | 
|
|

| |  | 
| |  | 
|
| |  | 
|
|

| |  |                  
| |  | -----------------
| | 
|
| |  | Folio Terminology
|
|
| | 
|
|

| |                                                                                                                                                           | 
| | --------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Because Folio users have varying backgrounds and technical expertise, we have provided this chapter to help clarify some basic terms and how we use them. | 
|
|

| |               | 
| | ------------- | 
|
| | General Terms | 
|
|

| |          | 
| | -------- | 
|
| | Infobase | 
|
|

| |                                                                                                                                                                                                                                                                   | 
| | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | A freeform collection of information (both text and graphics) with a comprehensive index. Text in an infobase may be searched, grouped by topic, linked, and edited. An infobase functions similar to a database with a fully functional word processor built in. | 
|
|

| |         | 
| | ------- | 
|
| | Records | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | 
| | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | A unit of information (usually a paragraph, sometimes several paragraphs) in an infobase. The basic building blocks of the infobase, records may be grouped by topic, assigned levels to simplify formatting and organization, or modified to enhance or emphasize portions of the infobase. Records are created whenever a hard return or paragraph break is found when importing a file. They are created while editing by pressingCTRL+SHIFT+ENTER(new paragraphs within a single record may be created by pressingENTER). | 
|
|

| |      | 
| | ---- | 
|
| | View | 
|
|

| |                                                                                                                                                                                                                         | 
| | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | A window which displays an infobase. Folio Views 4 provides several standard views of infobases, including one which combines the table of contents for the infobase and the body of the infobase into a single window. | 
|
|

| |                                                                                                   | 
| | ------------------------------------------------------------------------------------------------- | 
|
| | All of the pre-defined views for Folio Views are available from tabs at the bottom of the window. | 
|
|

| |                                                   | 
| | ------------------------------------------------- | 
|
| | See Arranging the Interface for more information. | 
|
|

| |      | 
| | ---- | 
|
| | Pane | 
|
|

| |                                                                                                                                                                                                                                                                     | 
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | A portion of a view (window) in the Folio Views 4 product. A view may be divided into as many as four panes. The two most common are the document pane (displays the body of the infobase) and the contents pane (displays the table of contents for the infobase). | 
|
|

| |                                                   | 
| | ------------------------------------------------- | 
|
| | See Arranging the Interface for more information. | 
|
|

| |          | 
| | -------- | 
|
| | Hit List | 
|
|

| |                                                                                                                                                                                                                                                                                    | 
| | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | The Hit List is one of the panes in the Search and All views. After you perform a query, the hit list displays a ranked list of search hits found in pre-determined levels of the infobase. By double-clicking on a heading in the hit list, you can go to the hit of your choice. | 
|
|

| |                                    | 
| | ---------------------------------- | 
|
| | See Hit List for more information. | 
|
|

| |              | 
| | ------------ | 
|
| | Search Terms | 
|
|

| |       | 
| | ----- | 
|
| | Query | 
|
|

| |                                                                                                                                                                             | 
| | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | A search which is performed on an infobase. A query returns all matches to your specified search arguments and then highlights them on the screen for quick identification. | 
|
|

| |                                                 | 
| | ----------------------------------------------- | 
|
| | See Doing Simple Searches for more information. | 
|
|

| |                | 
| | -------------- | 
|
| | Query Template | 
|
|

| |                                                                                                                                                                                                                     | 
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | A customizable query dialog created by either the author or the user of the infobase. Query templates are designed to speed the searching process by hiding some of the complexity of the Folio Views query syntax. | 
|
|

| |                                                 | 
| | ----------------------------------------------- | 
|
| | See Using Query Templates for more information. | 
|
|

| |       | 
| | ----- | 
|
| | Scope | 
|
|

| |                                                                                                                                                                                | 
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | 
|
| | The scope is the amount of the infobase you are searching. The default scope is the entire infobase, but you might limit the scope to the popup links or notes in an infobase. | 
|
|

| |                                                                         | 
| | ----------------------------------------------------------------------- | 
|
| | See Advanced Queries in the Folio 4 Help Infobase for more information. | 
|
|

| |           | 
| | --------- | 
|
| | Partition | 
|
|

| |                                                                                                                                                                                                                                                                                                                                       | 
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | A partition is a user-defined unit for returning hits. This means that you can select the amount of the infobase that is searched and the hits returned and displayed in the Results Map. The default partition is a record, but you may set the partition to any level defined in the infobase (such as Chapter, Case, or Document). | 
|
|

| |                                                                         | 
| | ----------------------------------------------------------------------- | 
|
| | See Advanced Queries in the Folio 4 Help Infobase for more information. | 
|
|

| |                   | 
| | ----------------- | 
|
| | Records with Hits | 
|
|

| |                                                                                                                                    | 
| | ---------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Records with hits is an option under the View menu that causes only records with search hits to be displayed in the document pane. | 
|
|

| |                                             | 
| | ------------------------------------------- | 
|
| | See Records with Hits for more information. | 
|
|

| |                                    | 
| | ---------------------------------- | 
|
| | Formatting & Personalization Terms | 
|
|

| |               | 
| | ------------- | 
|
| | Hypergraphics | 
|
|

| |                                                                                                                                                                                                                                                                                                           | 
| | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Hypergraphics allow you to create hypertext regions on graphics. For example, you might insert a graphic of a map and make each region of the map a hypertext link. The hypertext link may be a jump link, query link, data link, program link, object link, command link, web link, or named popup link. | 
|
|

| |                                        | 
| | -------------------------------------- | 
|
| | See Hypergraphics for more information | 
|
|

| |        | 
| | ------ | 
|
| | Levels | 
|
|

| |                                                                                                                                                                                                                         | 
| | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Levels are styles which are used to create headings used in the table of contents. Apply a level to a record to make it a heading. The order that levels appear in an infobase's level list determines their hierarchy. | 
|
|

| |                                  | 
| | -------------------------------- | 
|
| | See Styles for more information. | 
|
|

| |             | 
| | ----------- | 
|
| | Shadow File | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                                                                                                        | 
| | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | A shadow file is a personal overlay file which stores a user's changes made without actually changing the infobase. Shadow Files may be created on any open infobase. Once a shadow file has been created, it may be opened just like the original infobase (and looks just like the infobase), but contains all changes to the infobase which you have made. Additional changes may be made within the shadow file once it is opened. | 
|
|

| |                                        | 
| | -------------------------------------- | 
|
| | See Shadow Files for more information. | 
|
|

| |  | 
| |  | 
|
| |  | 
|
|

| |  |                     
| |  | --------------------
| | 
|
| |  | Other Folio Products
|
|
| | 
|
|

| |                                                                                                                                               | 
| | --------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Folio Corporation provides a suite of products for all your information needs. To order a product or get more information, call 801.543.6546. | 
|
|

| |                              | 
| | ---------------------------- | 
|
| | Button, SmallFolio Builder 4 | 
|
|

| |                                | 
| | ------------------------------ | 
|
| | Button, SmallFolio Publisher 4 | 
|
|

| |                                 | 
| | ------------------------------- | 
|
| | Button, SmallFolio Integrator 4 | 
|
|

| |                 | 
| | --------------- | 
|
| | Folio Builder 4 | 
|
|

| |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    | 
| | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Folio Builder� is an industrial-strength suite of software tools for the information specialist who needs to filter, convert, index, validate, compress, and confirm electronic reference information. The suite also includes a tool for designing data-specific query dialogs and a rights administration tool for securing infobases from both access and usability. A flexible project management environment allows infobase builders to control the entire build process from the first steps of data manipulation and text markup all the way to the final step of compressing an infobase. | 
|
|

| |                                                                                                       | 
| | ----------------------------------------------------------------------------------------------------- | 
|
| | Components of Folio Builder 4 include the Workbench, Rights Administrator, and Query Template Editor. | 
|
|

| |                 | 
| | --------------- | 
|
| | Folio Workbench | 
|
|

| |                                                                                                                                                                                       | 
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Folio Workbench is an integrated and flexible authoring environment for filtering, processing, converting, indexing, and compressing your information into the Folio Infobase Format. | 
|
|

| |                            | 
| | -------------------------- | 
|
| | Folio Rights Administrator | 
|
|

| |                                                                                                                           | 
| | ------------------------------------------------------------------------------------------------------------------------- | 
|
| | Folio Rights Administrator is a tool that lets infobase producers set infobase security at a variety of different levels. | 
|
|

| |                             | 
| | --------------------------- | 
|
| | Folio Query Template Editor | 
|
|

| |                                                                                                                                          | 
| | ---------------------------------------------------------------------------------------------------------------------------------------- | 
|
| | Folio Query Template Editor is a tool that allows an infobase producer to create his own custom query interfaces for specific infobases. | 
|
|



|
|