PubGizmo Help - Recent changes [en]

Running Royalties

PubGizmoSysop — Mon, 05 Oct 2026 23:31:03 GMT

Show changes

File:Screenshot 2026-10-01 at 16.31.08.png

PubGizmoSysop — Thu, 01 Oct 2026 23:31:36 GMT

PubGizmoSysop uploaded File:Screenshot 2026-10-01 at 16.31.08.png

New page

Bulk Royalty Actions popover

Running Royalties

PubGizmoSysop — Thu, 01 Oct 2026 02:11:27 GMT

← Older revision		Revision as of 22:11, 30 September 2026
Line 13:		Line 13:

	== Accessing the Royalties Menu ==		== Accessing the Royalties Menu ==
	~~Many of the~~ steps below are activated via ~~a menu~~ available at the upper-right in Royalties list view. ~~''The button to show this menu appears only if the previous royalty period is selected'', that is, the period that last ended.~~		The steps below are activated via the crown popover available at the upper-right in Royalties list view.
	~~[[File:RoyaltiesMenuButton.png\|thumb\|During 2024, select 2023 to show the menu]]~~
	For example, if your press uses calendar royalty years, the menu is accessible during 2024 only if 2023 (the period that last ended) is selected. This prevents bulk actions from being triggered in the wrong year. Individual royalty statements can still be generated and/or sent at any time, for any year for which you have sales data.
	~~[[File:RoyaltiesMenuVisible.png\|none\|thumb\|600x600px\|Click the crown button to show the menu]]~~
	== Step-by-step ==		== Step-by-step ==

Line 22:		Line 19:
	Ensure all sales during the royalty period have been input. This means [[Importing Sales Data\|importing all your sales sheets]], as well as inputting manually sales not covered by import.		Ensure all sales during the royalty period have been input. This means [[Importing Sales Data\|importing all your sales sheets]], as well as inputting manually sales not covered by import.

	'''Important:''' Any sales input after the royalty run is complete will ''never be counted'', even in the next period, since PubGizmo uses the date to isolate sales for that period.		'''Important:''' Any sales input after the royalty run is complete will ''never be counted'', even in the next period, since PubGizmo uses the date range for the selected period to isolate sales for that period. If for example some sales in an imported sheet fall after the last day of the royalty period, they will be included in the subsequent period.

	=== Ensure All Active Contract/Statements are Flagged to Calculate ===		=== Ensure All Active Contract/Statements are Flagged to Calculate ===

Tags & Snapshots

PubGizmoSysop — Thu, 01 Oct 2026 01:59:04 GMT

← Older revision		Revision as of 21:59, 30 September 2026
(One intermediate revision by the same user not shown)
Line 1:		Line 1:
	Tags & Snapshots offer a way to save and share groups of records and return to them later. This can be especially useful if you want to create groups of Contacts for bulk emailing, or if you want to break up the full set of Royalties you need to process into smaller units.		Tags & Snapshots offer a way to save and share groups of records and return to them later, and to perform bulk actions like emailing sets of royalty statements. This can be especially useful if you want to create groups of Contacts for bulk emailing, or if you want to break up the full set of Royalties you need to process into smaller units.

			== Controls ==
			Functions to control Tags & Snapshots can be performed using the menus at the bottom of List View in the Contacts and Royalties modules.
			[[File:Screenshot 2026-09-17 at 17.40.05.png\|none\|thumb\|700x700px]]

	== Tags ==		== Tags ==
Line 5:		Line 9:

	Tags allow for easy flagging of records you want to perform actions on during the session. You can tag groups of records (e.g., you did a find which resulted in a Found Set of a dozen records, and you want to reload that Found Set later in the session without conducting the find again), or you can tag records one at a time by clicking the Tag button, in either Form or List view.		Tags allow for easy flagging of records you want to perform actions on during the session. You can tag groups of records (e.g., you did a find which resulted in a Found Set of a dozen records, and you want to reload that Found Set later in the session without conducting the find again), or you can tag records one at a time by clicking the Tag button, in either Form or List view.

	~~=== Controls ===~~
	~~Functions to control Tags & Snapshots can be performed using the menus at the bottom of List View in the Contacts and Royalties modules.~~
	~~[[File:Screenshot 2026-09-17 at 17.40.05.png\|none\|thumb\|700x700px]]~~

	==== Tagging One Record ====		==== Tagging One Record ====
	To Tag a record, click the tag button. It will turn purple. Click again to untag.[[File:Sep-17-2026 17-35-21.gif\|thumb\|none]]		To Tag a single record, click the tag button. It will turn purple. Click again to untag.[[File:Sep-17-2026 17-35-21.gif\|thumb\|none]]

	==== Tagging a Group of Records ====		==== Tagging a Group of Records ====

QuickDex Helps with Finds

PubGizmoSysop — Tue, 29 Sep 2026 02:02:28 GMT

← Older revision		Revision as of 22:02, 28 September 2026
Line 16:		Line 16:
	=== Autofilling ===		=== Autofilling ===
	Just like entering search terms in Google, PubGizmo autofills matches as you type, but in this case, the matches are not for the entity alone, e.g., the title, but also for associated data and metadata about that entity. A host of terms are assigned to each record and assembled into a special index called the QuickDex. When you type, and it auto-fills, you are seeing data from the QuickDex.		Just like entering search terms in Google, PubGizmo autofills matches as you type, but in this case, the matches are not for the entity alone, e.g., the title, but also for associated data and metadata about that entity. A host of terms are assigned to each record and assembled into a special index called the QuickDex. When you type, and it auto-fills, you are seeing data from the QuickDex.
	[[File:QuickDex autofill.png~~\|left~~\|thumb\|I typed "a" and the rest auto-filled]]		[[File:QuickDex autofill.png\|thumb\|I typed "a" and the rest auto-filled]]
	If you start typing a title, the QuickDex will autofill titles that match what you've typed so far. The results will refine as you continue typing. For example, if you have multiple books that start with "a", the first match will appear when you type the "a", but as you continue to type more of the title, the results will come closer to your match.		If you start typing a title, the QuickDex will autofill titles that match what you've typed so far. The results will refine as you continue typing. For example, if you have multiple books that start with "a", the first match will appear when you type the "a", but as you continue to type more of the title, the results will come closer to your match.

			"A Tidy Armageddon" is only the first result. Click the arrow on the right of the search field to yield a list of all matches.

			Keep typing to focus your result. If you are actually looking for all the titles by the other "Arthur Calvin," keep typing the name; the results will become more precise as you type more.

	==== Fast Results ====		==== Fast Results ====
Line 62:		Line 66:

	The search is slow because it involves searching multiple fields, some of them not directly on the record (what we call related records), and therefore not "indexed."		The search is slow because it involves searching multiple fields, some of them not directly on the record (what we call related records), and therefore not "indexed."

	*

Handling Slow Access and Crashes

PubGizmoSysop — Mon, 28 Sep 2026 18:47:48 GMT

Poor Network Connection

← Older revision		Revision as of 14:47, 28 September 2026
Line 90:		Line 90:

	===== Poor Network Connection =====		===== Poor Network Connection =====
	If your internet is slow, access to PubGizmo will be slow. You can check your speed by going to [https://speedtest.net speedtest.net] and running a test. Faster is better, but at a minimum your up and down speeds should exceed 10 Mbps. Either or both of your internet provider speed or your network connection (e.g., on WiFi, but weak signal) can impede network traffic. If you rectify these issues, things may improve.		If your internet is slow, access to PubGizmo will be slow. You can check your speed by going to [https://speedtest.net speedtest.net] and running a test. Faster is better, but at a minimum your up and down speeds should exceed 10 Mbps. Either or both of your internet provider speed or your network connection (e.g., on WiFi, but weak signal – get closer to the WiFi router!) can impede network traffic. If you rectify these issues, things may improve.

	====== Are You Far Away? ======		====== Are You Far Away? ======

How to Use PubGizmo

PubGizmoSysop — Tue, 22 Sep 2026 23:53:21 GMT

← Older revision		Revision as of 19:53, 22 September 2026
(One intermediate revision by the same user not shown)
Line 1:		Line 1:
	While there are specific functions performed by each of PubGizmo's modules, there's a general convention on how to use ~~specific~~ features throughout. These gizmos and gadgets are helpful to know.		While there are specific functions performed by each of PubGizmo's modules, there's a general convention on how to use features throughout. These gizmos and gadgets are helpful to know.

	== Documentation Covention ==		== Documentation Covention ==
Line 12:		Line 12:
	In PubGizmo your Found Set represents a subset of all the records in that module. Your Found Set varies depending on how you arrive at a record or records; for example, if you conduct a find for a Title which yields a single record, you have one record in your Found Set. But if you search the Titles module for all that are Genre = "poetry" of the poetry genre (by entering "poetry" in the search box – more on searches below), and 25 records are found, your Found Set = 25 records.		In PubGizmo your Found Set represents a subset of all the records in that module. Your Found Set varies depending on how you arrive at a record or records; for example, if you conduct a find for a Title which yields a single record, you have one record in your Found Set. But if you search the Titles module for all that are Genre = "poetry" of the poetry genre (by entering "poetry" in the search box – more on searches below), and 25 records are found, your Found Set = 25 records.

	You can see your Found Set record count by looking at the bottom-right of the window:		You can see your Found Set record count by looking at the bottom-right of the window; here's what it looks like in Form View when viewing a single record:
	[[File:Found set indicator.png\|none\|thumb\|284x284px]]		[[File:Found set indicator.png\|none\|thumb\|284x284px]]

	In this case, the found set is one record, and there are three records in total.		In this case, the found set is one record, and there are three records in total.

			List View (see below) will show you how many records are on view in the list, out of the total number of records, e.g., "7 of 659 Records."

	=== Tooltips ===		=== Tooltips ===
Line 79:		Line 81:
	# click the trash icon beside the record in the Bookmarks list; the record is retained – only the bookmark is removed		# click the trash icon beside the record in the Bookmarks list; the record is retained – only the bookmark is removed
	# click the bookmark icon on the record itself; it will switch from red to grey, and the record will no longer appear in the Bookmark portal on Home.		# click the bookmark icon on the record itself; it will switch from red to grey, and the record will no longer appear in the Bookmark portal on Home.

			=== Snapshots ===
			Snapshots represents saved sets of records from selected modules. Information on their usefulness and use can be found at the page [[Tags & Snapshots]].

	== Form View and List View ==		== Form View and List View ==

Main Page

PubGizmoSysop — Tue, 22 Sep 2026 02:03:07 GMT

← Older revision		Revision as of 22:03, 21 September 2026
(One intermediate revision by the same user not shown)
Line 14:		Line 14:
	#* [[Onboarding Import: Contacts]]		#* [[Onboarding Import: Contacts]]
	#* [[Onboarding Import: Contracts]]		#* [[Onboarding Import: Contracts]]
	# [[How to Use PubGizmo]]
	# [[How to Access Your Solution]]		== Using PubGizmo ==
			# [[How to Use PubGizmo]] – conventions, tips, and tricks
			# [[How to Access Your Solution]] – setting up your computer to use PubGizmo
			# [[QuickDex Helps with Finds]]
			# [[Tags & Snapshots]] – working with selected sets of records

	== Titles ==		== Titles ==
	# [[New vs. Existing Titles]]		# [[New vs. Existing Titles]]
	# [[Keywords]]		# [[Keywords]]
	~~# [[QuickDex Helps with Finds]]~~

	== Contracts ==		== Contracts ==

Tags & Snapshots

PubGizmoSysop — Tue, 22 Sep 2026 01:16:08 GMT

Home Screen Controls

@@ Line 1: / Line 1: @@
-Tags & Snapshots offer a way to save and share groups of records and return to them later.
+Tags & Snapshots offer a way to save and share groups of records and return to them later. This can be especially useful if you want to create groups of Contacts for bulk emailing, or if you want to break up the full set of Royalties you need to process into smaller units.
 == Tags ==
@@ Line 22: / Line 22: @@
 == Snapshots ==
-Snapshots persist as named sets: they will be there next time you log in to PubGizmo. You can edit them too: add or remove records as needed. You can also share them with other members of your team, so one user can assemble a Snapshot and then share it with another user who will perform some action on it.
+Snapshots persist as named sets: they will be there next time you log in to PubGizmo. You can edit them too: add or remove records as needed. And you can  share them with other members of your team, so one user can assemble a Snapshot and then share it with another user who will perform some action on it.
-=== Controls ===
+=== Module Footer Controls ===
-Snapshots are more sophisticated than Tags, and include two sets of controls:
+Snapshots are more sophisticated than Tags, and include two selectors in the module's List View footer (shown above under Controls for Tags).
-==== Module Footer ====
+When you share a Snapshot, the user you have shared it with will see the Snapshot on their Home screen panel and in modules just as you do. You remain the owner of the Snapshot; those who are sharing it cannot delete it, though they can duplicate it and make the copy their own.

File:Screenshot 2026-09-21 at 17.55.49.png

PubGizmoSysop — Tue, 22 Sep 2026 00:57:10 GMT

PubGizmoSysop uploaded File:Screenshot 2026-09-21 at 17.55.49.png

New page

Snapshots panel on Home screen

Tags & Snapshots

PubGizmoSysop — Fri, 18 Sep 2026 00:59:27 GMT

← Older revision		Revision as of 20:59, 17 September 2026
(One intermediate revision by the same user not shown)
Line 1:		Line 1:
	Tags & Snapshots offer a way to save and share groups of records and return to them later.		Tags & Snapshots offer a way to save and share groups of records and return to them later.

	=== Tags ===		== Tags ==
	Tags are temporary, in that they persist only for the duration of your session. All tagged records are untagged when you log out. (If you have records tagged when you close or log out of PubGizmo, you'll be warned they will be lost if you continue.)		Tags are temporary, in that they persist only for the duration of your session. All tagged records are untagged when you log out. (If you have records tagged when you close or log out of PubGizmo, you'll be warned they will be lost if you continue.)

	Tags allow for easy flagging of records you want to perform actions on during the session. You can tag groups of records (e.g., you did a find which resulted in a Found Set of a dozen records, and you want to reload that Found Set later in the session without conducting the find again), or you can tag records one at a time by clicking the Tag button, in either Form or List view.		Tags allow for easy flagging of records you want to perform actions on during the session. You can tag groups of records (e.g., you did a find which resulted in a Found Set of a dozen records, and you want to reload that Found Set later in the session without conducting the find again), or you can tag records one at a time by clicking the Tag button, in either Form or List view.
	~~[[File:Sep-17-2026 17-35-21.gif\|thumb]]~~
	~~To Tag a record, click the tag button. It will turn purple.~~

	=== Snapshots ===		=== Controls ===
	Snapshots persist: they will be there next time you log in to PubGizmo. You can edit them too: add or remove records as needed. You can also share them with other members of your team, so one user can assemble a Snapshot and then share it with another user who will perform some action on it.		Functions to control Tags & Snapshots can be performed using the menus at the bottom of List View in the Contacts and Royalties modules.
			[[File:Screenshot 2026-09-17 at 17.40.05.png\|none\|thumb\|700x700px]]

			==== Tagging One Record ====
			To Tag a record, click the tag button. It will turn purple. Click again to untag.[[File:Sep-17-2026 17-35-21.gif\|thumb\|none]]

			==== Tagging a Group of Records ====
			You can tag all the records in a Found Set by using the Tags... menu at the foot of the List View window. Your options are:

			* Tag Found Records: tag all the records in the Found Set
			* Untag Found Records: any tagged records showing in the Found Set will be untagged
			* Show All Tagged: replace the current Found Set with a set of all the tagged records in this module
			* Hide All Tagged: you can limit your Found Set by tagging the records you want to remove and selecting this option

			== Snapshots ==
			Snapshots persist as named sets: they will be there next time you log in to PubGizmo. You can edit them too: add or remove records as needed. You can also share them with other members of your team, so one user can assemble a Snapshot and then share it with another user who will perform some action on it.

			=== Controls ===
			Snapshots are more sophisticated than Tags, and include two sets of controls:

			==== Module Footer ====

File:Screenshot 2026-09-17 at 17.40.05.png

PubGizmoSysop — Fri, 18 Sep 2026 00:41:54 GMT

PubGizmoSysop uploaded File:Screenshot 2026-09-17 at 17.40.05.png

New page

Tags & Snapshots menus

Tags & Snapshots

PubGizmoSysop — Fri, 18 Sep 2026 00:36:10 GMT

← Older revision		Revision as of 20:36, 17 September 2026
Line 2:		Line 2:

	=== Tags ===		=== Tags ===
	Tags are temporary, in that they persist only for the duration of your ~~login~~ session. All tagged records are ~~lost~~ when you log out.		Tags are temporary, in that they persist only for the duration of your session. All tagged records are untagged when you log out. (If you have records tagged when you close or log out of PubGizmo, you'll be warned they will be lost if you continue.)

	===~~= How They Are Handy =~~===		Tags allow for easy flagging of records you want to perform actions on during the session. You can tag groups of records (e.g., you did a find which resulted in a Found Set of a dozen records, and you want to reload that Found Set later in the session without conducting the find again), or you can tag records one at a time by clicking the Tag button, in either Form or List view.
			[[File:Sep-17-2026 17-35-21.gif\|thumb]]
			To Tag a record, click the tag button. It will turn purple.

			=== Snapshots ===
			Snapshots persist: they will be there next time you log in to PubGizmo. You can edit them too: add or remove records as needed. You can also share them with other members of your team, so one user can assemble a Snapshot and then share it with another user who will perform some action on it.

File:Sep-17-2026 17-35-21.gif

PubGizmoSysop — Fri, 18 Sep 2026 00:35:54 GMT

PubGizmoSysop uploaded File:Sep-17-2026 17-35-21.gif

New page

Moving GIF of tagging a record

Tags & Snapshots

PubGizmoSysop — Wed, 09 Sep 2026 00:51:00 GMT

Created page with "Tags & Snapshots offer a way to save and share groups of records and return to them later. === Tags === Tags are temporary, in that they persist only for the duration of your login session. All tagged records are lost when you log out. ==== How They Are Handy ===="

New page

Tags & Snapshots offer a way to save and share groups of records and return to them later.

=== Tags ===
Tags are temporary, in that they persist only for the duration of your login session. All tagged records are lost when you log out.

==== How They Are Handy ====